RWA
Roberts Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
3,080
-650
| -17% | -$150K | 0.2% | 68 |
|
|
2025
Q1 | $881K | Sell |
3,730
-46
| -1% | -$10.9K | 0.27% | 68 |
|
|
2024
Q4 | $872K | Buy |
3,776
+1,248
| +49% | +$288K | 0.26% | 65 |
|
|
2024
Q3 | $601K | Buy |
2,528
+212
| +9% | +$50.4K | 0.19% | 69 |
|
|
2024
Q2 | $514K | Hold |
2,316
| – | – | 0.18% | 69 |
|
|
2024
Q1 | $542K | Buy |
+2,316
| New | +$542K | 0.2% | 72 |
|
|
2023
Q4 | – | Sell |
-2,616
| Closed | -$552K | – | 81 |
|
|
2023
Q3 | $552K | Sell |
2,616
-500
| -16% | -$105K | 0.24% | 69 |
|
|
2023
Q2 | $638K | Sell |
3,116
-500
| -14% | -$102K | 0.28% | 64 |
|
|
2023
Q1 | $708K | Sell |
3,616
-127
| -3% | -$24.9K | 0.32% | 63 |
|
|
2022
Q4 | $777K | Buy |
3,743
+2,720
| +266% | +$565K | 0.38% | 64 |
|
|
2022
Q3 | $203K | Buy |
1,023
+17
| +2% | +$3.37K | 0.1% | 77 |
|
|
2022
Q2 | $211K | Buy |
1,006
+10
| +1% | +$2.1K | 0.09% | 84 |
|
|
2022
Q1 | $259K | Hold |
996
| – | – | 0.1% | 87 |
|
|
2021
Q4 | $247K | Buy |
+996
| New | +$247K | 0.09% | 92 |
|