SWA
Sutton Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $149K | Buy |
731
+11
| +2% | +$2.24K | 0.07% | 128 |
|
|
2023
Q2 | $147K | Buy |
720
+113
| +19% | +$23.1K | 0.07% | 135 |
|
|
2023
Q1 | $122K | Sell |
607
-3,105
| -84% | -$625K | 0.07% | 144 |
|
|
2022
Q4 | $769K | Sell |
3,712
-530
| -12% | -$110K | 0.29% | 59 |
|
|
2022
Q3 | $826K | Buy |
4,242
+587
| +16% | +$114K | 0.34% | 54 |
|
|
2022
Q2 | $780K | Buy |
3,655
+6
| +0.2% | +$1.28K | 0.31% | 58 |
|
|
2022
Q1 | $997K | Buy |
3,649
+8
| +0.2% | +$2.19K | 0.34% | 51 |
|
|
2021
Q4 | $917K | Buy |
3,641
+49
| +1% | +$12.3K | 0.31% | 54 |
|
|
2021
Q3 | $704K | Sell |
3,592
-2
| -0.1% | -$392 | 0.26% | 66 |
|
|
2021
Q2 | $790K | Hold |
3,594
| – | – | 0.29% | 60 |
|
|
2021
Q1 | $792K | Buy |
3,594
+17
| +0.5% | +$3.75K | 0.31% | 55 |
|
|
2020
Q4 | $745K | Buy |
3,577
+15
| +0.4% | +$3.12K | 0.32% | 55 |
|
|
2020
Q3 | $701K | Buy |
3,562
+3
| +0.1% | +$591 | 0.34% | 55 |
|
|
2020
Q2 | $602K | Buy |
3,559
+9
| +0.3% | +$1.52K | 0.31% | 54 |
|
|
2020
Q1 | $501K | Buy |
3,550
+10
| +0.3% | +$1.41K | 0.32% | 56 |
|
|
2019
Q4 | $640K | Hold |
3,540
| – | – | 0.33% | 54 |
|
|
2019
Q3 | $573K | Sell |
3,540
-7
| -0.2% | -$1.13K | 0.32% | 53 |
|
|
2019
Q2 | $600K | Buy |
3,547
+14
| +0.4% | +$2.37K | 0.34% | 47 |
|
|
2019
Q1 | $591K | Sell |
3,533
-208
| -6% | -$34.8K | 0.34% | 48 |
|
|
2018
Q4 | $517K | Buy |
3,741
+77
| +2% | +$10.6K | 0.33% | 54 |
|
|
2018
Q3 | $597K | Hold |
3,664
| – | – | 0.39% | 43 |
|
|
2018
Q2 | $519K | Buy |
3,664
+92
| +3% | +$13K | 0.36% | 46 |
|
|
2018
Q1 | $480K | Buy |
3,572
+5
| +0.1% | +$672 | 0.34% | 49 |
|
|
2017
Q4 | $478K | Hold |
3,567
| – | – | 0.35% | 54 |
|
|
2017
Q3 | $414K | Hold |
3,567
| – | – | 0.32% | 59 |
|
|
2017
Q2 | $388K | Buy |
3,567
+15
| +0.4% | +$1.63K | 0.31% | 59 |
|
|
2017
Q1 | $376K | Hold |
3,552
| – | – | 0.32% | 56 |
|
|
2016
Q4 | $368K | Hold |
3,552
| – | – | 0.33% | 54 |
|
|
2016
Q3 | $346K | Hold |
3,552
| – | – | 0.32% | 54 |
|
|
2016
Q2 | $310K | Hold |
3,552
| – | – | 0.29% | 63 |
|
|
2016
Q1 | $283K | Buy |
+3,552
| New | +$283K | 0.27% | 67 |
|