PRWA
Platte River Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.65M | Sell |
6,696
-14
| -0.2% | -$3.45K | 0.44% | 42 |
|
|
2024
Q2 | $1.52M | Sell |
6,710
-44
| -0.7% | -$9.96K | 0.43% | 42 |
|
|
2024
Q1 | $1.66M | Hold |
6,754
| – | – | 0.47% | 40 |
|
|
2023
Q4 | $1.66M | Sell |
6,754
-17
| -0.3% | -$4.18K | 0.55% | 37 |
|
|
2023
Q3 | $1.38M | Sell |
6,771
-23
| -0.3% | -$4.68K | 0.5% | 36 |
|
|
2023
Q2 | $1.39M | Hold |
6,794
| – | – | 0.49% | 37 |
|
|
2023
Q1 | $1.37M | Buy |
6,794
+40
| +0.6% | +$8.05K | 0.52% | 35 |
|
|
2022
Q4 | $1.4M | Hold |
6,754
| – | – | 0.59% | 34 |
|
|
2022
Q3 | $1.32M | Buy |
6,754
+25
| +0.4% | +$4.87K | 0.59% | 34 |
|
|
2022
Q2 | $1.44M | Sell |
6,729
-25
| -0.4% | -$5.33K | 0.62% | 30 |
|
|
2022
Q1 | $1.85M | Sell |
6,754
-25
| -0.4% | -$6.83K | 0.67% | 31 |
|
|
2021
Q4 | $1.67M | Hold |
6,779
| – | – | 0.57% | 35 |
|
|
2021
Q3 | $1.33M | Buy |
6,779
+161
| +2% | +$31.6K | 0.49% | 40 |
|
|
2021
Q2 | $1.46M | Hold |
6,618
| – | – | 0.55% | 39 |
|
|
2021
Q1 | $1.46M | Hold |
6,618
| – | – | 0.6% | 35 |
|
|
2020
Q4 | $1.38M | Hold |
6,618
| – | – | 0.59% | 35 |
|
|
2020
Q3 | $1.3M | Hold |
6,618
| – | – | 0.67% | 34 |
|
|
2020
Q2 | $1.14M | Buy |
+6,618
| New | +$1.14M | 0.63% | 40 |
|
|
2019
Q4 | $1.28M | Buy |
+7,120
| New | +$1.28M | 0.67% | 39 |
|