SOA Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Buy |
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|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $357K | Hold |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $417K | Hold |
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $292K | Buy |
|