Providence Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
1,430
| – | – | 0.22% | 61 |
|
|
2025
Q1 | $338K | Hold |
1,430
| – | – | 0.26% | 65 |
|
|
2024
Q4 | $329K | Hold |
1,430
| – | – | 0.25% | 61 |
|
|
2024
Q3 | $345K | Hold |
1,430
| – | – | 0.25% | 59 |
|
|
2024
Q2 | $322K | Hold |
1,430
| – | – | 0.26% | 62 |
|
|
2024
Q1 | $345K | Buy |
1,430
+672
| +89% | +$162K | 0.29% | 61 |
|
|
2023
Q4 | $211K | Sell |
758
-712
| -48% | -$198K | 0.19% | 73 |
|
|
2023
Q3 | $297K | Hold |
1,470
| – | – | 0.33% | 61 |
|
|
2023
Q2 | $300K | Hold |
1,470
| – | – | 0.33% | 60 |
|
|
2023
Q1 | $301K | Hold |
1,470
| – | – | 0.22% | 76 |
|
|
2022
Q4 | $298K | Hold |
1,470
| – | – | 0.22% | 78 |
|
|
2022
Q3 | $299K | Hold |
1,470
| – | – | 0.22% | 78 |
|
|
2022
Q2 | $306K | Buy |
1,470
+394
| +37% | +$82K | 0.22% | 81 |
|
|
2022
Q1 | $280K | Hold |
1,076
| – | – | 0.18% | 87 |
|
|
2021
Q4 | $272K | Hold |
1,076
| – | – | 0.17% | 90 |
|
|
2021
Q3 | $215K | Hold |
1,076
| – | – | 0.15% | 92 |
|
|
2021
Q2 | $242K | Hold |
1,076
| – | – | 0.17% | 88 |
|
|
2021
Q1 | $237K | Hold |
1,076
| – | – | 0.17% | 90 |
|
|
2020
Q4 | $222K | Hold |
1,076
| – | – | 0.18% | 85 |
|
|
2020
Q3 | $212K | Buy |
+1,076
| New | +$212K | 0.21% | 80 |
|