SFWA
Summit Financial Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $474K | Hold |
2,005
| – | – | 0.09% | 93 |
|
|
2024
Q4 | $487K | Sell |
2,005
-1,063
| -35% | -$258K | 0.1% | 95 |
|
|
2024
Q3 | $756K | Buy |
3,068
+2,118
| +223% | +$522K | 0.14% | 72 |
|
|
2024
Q2 | $215K | Hold |
950
| – | – | 0.04% | 132 |
|
|
2024
Q1 | $234K | Hold |
950
| – | – | 0.05% | 120 |
|
|
2023
Q4 | $233K | Hold |
950
| – | – | 0.05% | 113 |
|
|
2023
Q3 | $201K | Buy |
+950
| New | +$201K | 0.05% | 113 |
|
|
2022
Q3 | – | Sell |
-1,051
| Closed | -$228K | – | 137 |
|
|
2022
Q2 | $228K | Buy |
+1,051
| New | +$228K | 0.05% | 118 |
|
|
2022
Q1 | – | Sell |
-899
| Closed | -$227K | – | 148 |
|
|
2021
Q4 | $227K | Buy |
+899
| New | +$227K | 0.04% | 125 |
|
|
2020
Q1 | – | Sell |
-1,262
| Closed | -$225K | – | 142 |
|
|
2019
Q4 | $225K | Sell |
1,262
-191
| -13% | -$34.1K | 0.05% | 125 |
|
|
2019
Q3 | $234K | Sell |
1,453
-277
| -16% | -$44.6K | 0.06% | 130 |
|
|
2019
Q2 | $293K | Hold |
1,730
| – | – | 0.07% | 125 |
|
|
2019
Q1 | $293K | Sell |
1,730
-227
| -12% | -$38.4K | 0.08% | 108 |
|
|
2018
Q4 | $271K | Sell |
1,957
-7
| -0.4% | -$969 | 0.09% | 104 |
|
|
2018
Q3 | $298K | Buy |
+1,964
| New | +$298K | 0.09% | 109 |
|
|
2018
Q2 | – | Sell |
-1,691
| Closed | -$227K | – | 146 |
|
|
2018
Q1 | $227K | Buy |
1,691
+122
| +8% | +$16.4K | 0.07% | 125 |
|
|
2017
Q4 | $210K | Sell |
1,569
-2,145
| -58% | -$287K | 0.07% | 135 |
|
|
2017
Q3 | $431K | Sell |
3,714
-1,274
| -26% | -$148K | 0.16% | 90 |
|
|
2017
Q2 | $543K | Sell |
4,988
-471
| -9% | -$51.3K | 0.21% | 88 |
|
|
2017
Q1 | $578K | Sell |
5,459
-26
| -0.5% | -$2.75K | 0.25% | 85 |
|
|
2016
Q4 | $569K | Sell |
5,485
-74
| -1% | -$7.68K | 0.25% | 90 |
|
|
2016
Q3 | $542K | Sell |
5,559
-686
| -11% | -$66.9K | 0.23% | 88 |
|
|
2016
Q2 | $545K | Sell |
6,245
-157
| -2% | -$13.7K | 0.23% | 84 |
|
|
2016
Q1 | $509K | Sell |
6,402
-140
| -2% | -$11.1K | 0.22% | 83 |
|
|
2015
Q4 | $512K | Buy |
6,542
+5,589
| +586% | +$437K | 0.23% | 82 |
|
|
2015
Q3 | $84K | Hold |
953
| – | – | 0.05% | 105 |
|
|
2015
Q2 | $90K | Buy |
953
+513
| +117% | +$48.4K | 0.06% | 113 |
|
|
2015
Q1 | $45K | Hold |
440
| – | – | 0.03% | 127 |
|
|
2014
Q4 | $52K | Buy |
+440
| New | +$52K | 0.04% | 121 |
|