SWA
SFMG Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
2,327
-4
| -0.2% | -$920 | 0.04% | 149 |
|
|
2025
Q1 | $551K | Buy |
2,331
+17
| +0.7% | +$4.02K | 0.04% | 139 |
|
|
2024
Q4 | $528K | Sell |
2,314
-12
| -0.5% | -$2.74K | 0.04% | 143 |
|
|
2024
Q3 | $573K | Buy |
2,326
+13
| +0.6% | +$3.21K | 0.05% | 127 |
|
|
2024
Q2 | $523K | Buy |
2,313
+5
| +0.2% | +$1.13K | 0.05% | 134 |
|
|
2024
Q1 | $568K | Buy |
2,308
+3
| +0.1% | +$738 | 0.05% | 129 |
|
|
2023
Q4 | $566K | Sell |
2,305
-253
| -10% | -$62.1K | 0.05% | 123 |
|
|
2023
Q3 | $521K | Sell |
2,558
-697
| -21% | -$142K | 0.05% | 122 |
|
|
2023
Q2 | $666K | Sell |
3,255
-342
| -10% | -$70K | 0.07% | 106 |
|
|
2023
Q1 | $724K | Buy |
3,597
+240
| +7% | +$48.3K | 0.08% | 102 |
|
|
2022
Q4 | $695K | Buy |
3,357
+122
| +4% | +$25.3K | 0.08% | 110 |
|
|
2022
Q3 | $622K | Buy |
3,235
+310
| +11% | +$59.6K | 0.07% | 110 |
|
|
2022
Q2 | $624K | Buy |
2,925
+189
| +7% | +$40.3K | 0.07% | 107 |
|
|
2022
Q1 | $747K | Buy |
2,736
+58
| +2% | +$15.8K | 0.07% | 108 |
|
|
2021
Q4 | $675K | Buy |
2,678
+187
| +8% | +$47.1K | 0.07% | 124 |
|
|
2021
Q3 | $488K | Sell |
2,491
-48
| -2% | -$9.4K | 0.05% | 148 |
|
|
2021
Q2 | $558K | Buy |
2,539
+30
| +1% | +$6.59K | 0.06% | 137 |
|
|
2021
Q1 | $553K | Buy |
2,509
+18
| +0.7% | +$3.97K | 0.06% | 131 |
|
|
2020
Q4 | $519K | Buy |
2,491
+1,228
| +97% | +$256K | 0.07% | 124 |
|
|
2020
Q3 | $249K | Hold |
1,263
| – | – | 0.03% | 151 |
|
|
2020
Q2 | $214K | Buy |
+1,263
| New | +$214K | 0.03% | 147 |
|
|
2020
Q1 | – | Sell |
-1,271
| Closed | -$230K | – | 180 |
|
|
2019
Q4 | $230K | Sell |
1,271
-16
| -1% | -$2.9K | 0.03% | 148 |
|
|
2019
Q3 | $208K | Hold |
1,287
| – | – | 0.03% | 145 |
|
|
2019
Q2 | $224K | Sell |
1,287
-18
| -1% | -$3.13K | 0.03% | 137 |
|
|
2019
Q1 | $218K | Buy |
+1,305
| New | +$218K | 0.03% | 132 |
|