Sequoia Financial 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 | $14.7M | Buy |
63,710
+1,219
| +2% | +$280K | 0.1% | 154 |
|
|
2025
Q1 | $14.8M | Buy |
62,491
+25,155
| +67% | +$5.94M | 0.11% | 154 |
|
|
2024
Q4 | $8.51M | Buy |
37,336
+12,613
| +51% | +$2.88M | 0.08% | 194 |
|
|
2024
Q3 | $6.09M | Buy |
24,723
+4,586
| +23% | +$1.13M | 0.07% | 199 |
|
|
2024
Q2 | $4.56M | Buy |
20,137
+2,305
| +13% | +$522K | 0.05% | 202 |
|
|
2024
Q1 | $4.39M | Sell |
17,832
-3,405
| -16% | -$837K | 0.05% | 210 |
|
|
2023
Q4 | $5.22M | Buy |
21,237
+10,636
| +100% | +$2.61M | 0.06% | 211 |
|
|
2023
Q3 | $2.16M | Buy |
10,601
+815
| +8% | +$166K | 0.04% | 219 |
|
|
2023
Q2 | $2M | Buy |
9,786
+1,911
| +24% | +$391K | 0.03% | 235 |
|
|
2023
Q1 | $1.58M | Sell |
7,875
-36
| -0.5% | -$7.25K | 0.04% | 243 |
|
|
2022
Q4 | $1.64M | Buy |
7,911
+4,724
| +148% | +$978K | 0.04% | 221 |
|
|
2022
Q3 | $621K | Sell |
3,187
-1,417
| -31% | -$276K | 0.02% | 262 |
|
|
2022
Q2 | $982K | Buy |
4,604
+107
| +2% | +$22.8K | 0.03% | 233 |
|
|
2022
Q1 | $1.23M | Buy |
4,497
+1,129
| +34% | +$309K | 0.03% | 231 |
|
|
2021
Q4 | $849K | Buy |
+3,368
| New | +$849K | 0.02% | 250 |
|
|
2021
Q3 | – | Sell |
-4,334
| Closed | -$953K | – | 440 |
|
|
2021
Q2 | $953K | Buy |
4,334
+1,088
| +34% | +$239K | 0.03% | 208 |
|
|
2021
Q1 | $716K | Sell |
3,246
-156
| -5% | -$34.4K | 0.03% | 214 |
|
|
2020
Q4 | $708K | Buy |
3,402
+589
| +21% | +$123K | 0.03% | 207 |
|
|
2020
Q3 | $554K | Sell |
2,813
-32
| -1% | -$6.3K | 0.03% | 214 |
|
|
2020
Q2 | $481K | Sell |
2,845
-227
| -7% | -$38.4K | 0.03% | 221 |
|
|
2020
Q1 | $433K | Buy |
3,072
+201
| +7% | +$28.3K | 0.03% | 213 |
|
|
2019
Q4 | $519K | Sell |
2,871
-2,087
| -42% | -$377K | 0.03% | 212 |
|
|
2019
Q3 | $803K | Sell |
4,958
-295
| -6% | -$47.8K | 0.06% | 142 |
|
|
2019
Q2 | $888K | Buy |
5,253
+249
| +5% | +$42.1K | 0.07% | 137 |
|
|
2019
Q1 | $837K | Buy |
5,004
+3,302
| +194% | +$552K | 0.07% | 135 |
|
|
2018
Q4 | $235K | Buy |
1,702
+292
| +21% | +$40.3K | 0.03% | 251 |
|
|
2018
Q3 | $230K | Sell |
1,410
-195
| -12% | -$31.8K | 0.02% | 279 |
|
|
2018
Q2 | $227K | Buy |
+1,605
| New | +$227K | 0.02% | 274 |
|