SIA
Schechter Investment Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.08M | Sell |
4,574
-459
| -9% | -$108K | 0.09% | 221 |
|
|
2024
Q4 | $1.15M | Sell |
5,033
-517
| -9% | -$118K | 0.09% | 219 |
|
|
2024
Q3 | $1.37M | Buy |
5,550
+558
| +11% | +$138K | 0.1% | 189 |
|
|
2024
Q2 | $1.13M | Sell |
4,992
-243
| -5% | -$55K | 0.09% | 213 |
|
|
2024
Q1 | $1.29M | Buy |
5,235
+290
| +6% | +$71.3K | 0.1% | 194 |
|
|
2023
Q4 | $1.21M | Buy |
4,945
+122
| +3% | +$30K | 0.11% | 194 |
|
|
2023
Q3 | $982K | Buy |
4,823
+578
| +14% | +$118K | 0.1% | 224 |
|
|
2023
Q2 | $869K | Buy |
4,245
+1,101
| +35% | +$225K | 0.08% | 268 |
|
|
2023
Q1 | $633K | Sell |
3,144
-2,493
| -44% | -$502K | 0.06% | 358 |
|
|
2022
Q4 | $1.17M | Sell |
5,637
-106
| -2% | -$21.9K | 0.11% | 242 |
|
|
2022
Q3 | $1.12M | Buy |
5,743
+784
| +16% | +$153K | 0.11% | 240 |
|
|
2022
Q2 | $1.06M | Sell |
4,959
-897
| -15% | -$191K | 0.1% | 271 |
|
|
2022
Q1 | $1.6M | Buy |
5,856
+562
| +11% | +$153K | 0.15% | 153 |
|
|
2021
Q4 | $1.33M | Buy |
+5,294
| New | +$1.33M | 0.12% | 215 |
|