SVWAG
Sound View Wealth Advisors Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Sell |
3,879
-313
| -7% | -$72K | 0.07% | 198 |
|
|
2025
Q1 | $990K | Buy |
4,192
+215
| +5% | +$50.8K | 0.08% | 176 |
|
|
2024
Q4 | $907K | Sell |
3,977
-72
| -2% | -$16.4K | 0.07% | 191 |
|
|
2024
Q3 | $998K | Sell |
4,049
-44
| -1% | -$10.8K | 0.08% | 177 |
|
|
2024
Q2 | $926K | Sell |
4,093
-145
| -3% | -$32.8K | 0.1% | 165 |
|
|
2024
Q1 | $1.04M | Sell |
4,238
-337
| -7% | -$82.9K | 0.11% | 161 |
|
|
2023
Q4 | $1.12M | Buy |
4,575
+178
| +4% | +$43.7K | 0.12% | 148 |
|
|
2023
Q3 | $895K | Buy |
4,397
+200
| +5% | +$40.7K | 0.11% | 155 |
|
|
2023
Q2 | $859K | Sell |
4,197
-130
| -3% | -$26.6K | 0.11% | 166 |
|
|
2023
Q1 | $871K | Sell |
4,327
-248
| -5% | -$49.9K | 0.12% | 164 |
|
|
2022
Q4 | $1.12M | Buy |
4,575
+1,759
| +62% | +$432K | 0.12% | 148 |
|
|
2022
Q3 | $549K | Sell |
2,816
-38
| -1% | -$7.41K | 0.12% | 150 |
|
|
2022
Q2 | $609K | Buy |
2,854
+805
| +39% | +$172K | 0.13% | 149 |
|
|
2022
Q1 | $560K | Sell |
2,049
-106
| -5% | -$29K | 0.11% | 165 |
|
|
2021
Q4 | $543K | Buy |
2,155
+14
| +0.7% | +$3.53K | 0.1% | 172 |
|
|
2021
Q3 | $420K | Sell |
2,141
-73
| -3% | -$14.3K | 0.09% | 188 |
|
|
2021
Q2 | $487K | Sell |
2,214
-32
| -1% | -$7.04K | 0.1% | 177 |
|
|
2021
Q1 | $495K | Buy |
2,246
+181
| +9% | +$39.9K | 0.12% | 160 |
|
|
2020
Q4 | $430K | Hold |
2,065
| – | – | 0.11% | 166 |
|
|
2020
Q3 | $406K | Sell |
2,065
-102
| -5% | -$20.1K | 0.11% | 166 |
|
|
2020
Q2 | $366K | Buy |
2,167
+35
| +2% | +$5.91K | 0.1% | 167 |
|
|
2020
Q1 | $301K | Sell |
2,132
-214
| -9% | -$30.2K | 0.1% | 160 |
|
|
2019
Q4 | $424K | Sell |
2,346
-74
| -3% | -$13.4K | 0.12% | 151 |
|
|
2019
Q3 | $392K | Sell |
2,420
-133
| -5% | -$21.5K | 0.12% | 160 |
|
|
2019
Q2 | $432K | Buy |
+2,553
| New | +$432K | 0.13% | 155 |
|