Regent Peak 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
Q1 | $680K | Sell |
2,879
-318
| -10% | -$75.1K | 0.16% | 64 |
|
|
2024
Q4 | $729K | Sell |
3,197
-6,722
| -68% | -$1.53M | 0.16% | 63 |
|
|
2024
Q3 | $2.44M | Sell |
9,919
-1,052
| -10% | -$259K | 0.56% | 37 |
|
|
2024
Q2 | $2.48M | Sell |
10,971
-29
| -0.3% | -$6.56K | 0.57% | 40 |
|
|
2024
Q1 | $2.71M | Sell |
11,000
-951
| -8% | -$234K | 0.69% | 32 |
|
|
2023
Q4 | $2.94M | Buy |
11,951
+109
| +0.9% | +$26.8K | 0.8% | 28 |
|
|
2023
Q3 | $2.41M | Buy |
11,842
+62
| +0.5% | +$12.6K | 0.74% | 30 |
|
|
2023
Q2 | $2.41M | Buy |
11,780
+17
| +0.1% | +$3.48K | 0.7% | 34 |
|
|
2023
Q1 | $2.37M | Buy |
11,763
+1,382
| +13% | +$278K | 0.73% | 35 |
|
|
2022
Q4 | $2.15M | Buy |
10,381
+696
| +7% | +$144K | 0.7% | 36 |
|
|
2022
Q3 | $1.89M | Buy |
9,685
+117
| +1% | +$22.8K | 0.66% | 38 |
|
|
2022
Q2 | $2.04M | Buy |
9,568
+67
| +0.7% | +$14.3K | 0.67% | 36 |
|
|
2022
Q1 | $2.6M | Sell |
9,501
-250
| -3% | -$68.3K | 0.74% | 28 |
|
|
2021
Q4 | $2.46M | Sell |
9,751
-26
| -0.3% | -$6.55K | 0.67% | 29 |
|
|
2021
Q3 | $1.92M | Buy |
9,777
+161
| +2% | +$31.6K | 0.55% | 41 |
|
|
2021
Q2 | $2.1M | Buy |
9,616
+1,205
| +14% | +$264K | 0.59% | 39 |
|
|
2021
Q1 | $1.85M | Buy |
8,411
+712
| +9% | +$157K | 0.61% | 39 |
|
|
2020
Q4 | $1.6M | Sell |
7,699
-892
| -10% | -$186K | 0.53% | 40 |
|
|
2020
Q3 | $1.69M | Buy |
8,591
+325
| +4% | +$64K | 0.72% | 30 |
|
|
2020
Q2 | $1.4M | Buy |
8,266
+1,004
| +14% | +$170K | 0.63% | 36 |
|
|
2020
Q1 | $1.02M | Buy |
7,262
+1,186
| +20% | +$167K | 0.57% | 38 |
|
|
2019
Q4 | $1.1M | Buy |
+6,076
| New | +$1.1M | 0.5% | 46 |
|