SWA
SOA Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
9,589
+2,376
| +33% | +$71.8K | 0.05% | 166 |
|
|
2025
Q1 | $295K | Buy |
7,213
+5,949
| +471% | +$243K | 0.06% | 155 |
|
|
2024
Q4 | $288K | Hold |
1,264
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $312K | Sell |
1,264
-79
| -6% | -$19.5K | 0.06% | 144 |
|
|
2024
Q2 | $304K | Sell |
1,343
-110
| -8% | -$24.9K | 0.06% | 139 |
|
|
2024
Q1 | $357K | Hold |
1,453
| – | – | 0.07% | 128 |
|
|
2023
Q4 | $357K | Sell |
1,453
-63
| -4% | -$15.5K | 0.08% | 122 |
|
|
2023
Q3 | $309K | Hold |
1,516
| – | – | 0.08% | 128 |
|
|
2023
Q2 | $310K | Hold |
1,516
| – | – | 0.07% | 129 |
|
|
2023
Q1 | $305K | Hold |
1,516
| – | – | 0.08% | 123 |
|
|
2022
Q4 | $314K | Hold |
1,516
| – | – | 0.08% | 114 |
|
|
2022
Q3 | $295K | Sell |
1,516
-2
| -0.1% | -$389 | 0.09% | 114 |
|
|
2022
Q2 | $323K | Sell |
1,518
-11
| -0.7% | -$2.34K | 0.1% | 109 |
|
|
2022
Q1 | $417K | Hold |
1,529
| – | – | 0.1% | 109 |
|
|
2021
Q4 | $381K | Sell |
1,529
-54
| -3% | -$13.5K | 0.09% | 113 |
|
|
2021
Q3 | $310K | Sell |
1,583
-46
| -3% | -$9.01K | 0.08% | 129 |
|
|
2021
Q2 | $358K | Buy |
1,629
+260
| +19% | +$57.1K | 0.09% | 122 |
|
|
2021
Q1 | $301K | Sell |
1,369
-69
| -5% | -$15.2K | 0.08% | 118 |
|
|
2020
Q4 | $292K | Buy |
+1,438
| New | +$292K | 0.08% | 117 |
|