PWAG
Polaris Wealth Advisory Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.2M | Sell |
40,276
-20,284
| -33% | -$4.13M | 0.62% | 57 |
|
|
2023
Q2 | $12.4M | Sell |
60,560
-2,047
| -3% | -$419K | 0.94% | 41 |
|
|
2023
Q1 | $12.6M | Sell |
62,607
-3,839
| -6% | -$773K | 0.93% | 37 |
|
|
2022
Q4 | $14.2M | Buy |
+66,446
| New | +$14.2M | 1.06% | 36 |
|
|
2019
Q1 | – | Sell |
-121,541
| Closed | -$16.8M | – | 177 |
|
|
2018
Q4 | $16.8M | Sell |
121,541
-2,776
| -2% | -$384K | 1.58% | 31 |
|
|
2018
Q3 | $20.2M | Buy |
+124,317
| New | +$20.2M | 1.4% | 36 |
|
|
2018
Q2 | – | Sell |
-180
| Closed | -$24K | – | 420 |
|
|
2018
Q1 | $24K | Sell |
180
-177,784
| -100% | -$23.7M | ﹤0.01% | 283 |
|
|
2017
Q4 | $23.9M | Buy |
177,964
+5,176
| +3% | +$694K | 1.96% | 14 |
|
|
2017
Q3 | $20M | Sell |
172,788
-231
| -0.1% | -$26.8K | 1.76% | 22 |
|
|
2017
Q2 | $18.8M | Sell |
173,019
-375
| -0.2% | -$40.8K | 2.14% | 21 |
|
|
2017
Q1 | $18.4M | Buy |
173,394
+3,189
| +2% | +$338K | 2% | 17 |
|
|
2016
Q4 | $17.6M | Sell |
170,205
-954
| -0.6% | -$98.9K | 2.04% | 18 |
|
|
2016
Q3 | $16.7M | Buy |
+171,159
| New | +$16.7M | 1.99% | 22 |
|