Physician Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.29M | Hold |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.45M | Hold |
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|
2022
Q1 | $1.51M | Hold |
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|
2021
Q4 | $1.62M | Hold |
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|
2021
Q3 | $1.43M | Hold |
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|
2021
Q2 | $1.4M | Hold |
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|
2021
Q1 | $1.42M | Hold |
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|
2020
Q4 | $1.32M | Hold |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.33M | Hold |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.33M | Hold |
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|
2019
Q3 | $1.33M | Buy |
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