TWA
TCI Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
5,388
+9
| +0.2% | +$2.07K | 0.09% | 86 |
|
|
2025
Q1 | $1.27M | Sell |
5,379
-495
| -8% | -$117K | 0.1% | 71 |
|
|
2024
Q4 | $1.34M | Sell |
5,874
-6
| -0.1% | -$1.37K | 0.11% | 70 |
|
|
2024
Q3 | $1.45M | Buy |
5,880
+5
| +0.1% | +$1.23K | 0.12% | 66 |
|
|
2024
Q2 | $1.33M | Hold |
5,875
| – | – | 0.13% | 61 |
|
|
2024
Q1 | $1.44M | Buy |
5,875
+15
| +0.3% | +$3.69K | 0.14% | 60 |
|
|
2023
Q4 | $1.44M | Sell |
5,860
-115
| -2% | -$28.2K | 0.15% | 56 |
|
|
2023
Q3 | $1.22M | Buy |
5,975
+115
| +2% | +$23.4K | 0.16% | 57 |
|
|
2023
Q2 | $1.2M | Buy |
5,860
+37
| +0.6% | +$7.57K | 0.15% | 64 |
|
|
2023
Q1 | $1.17M | Sell |
5,823
-84
| -1% | -$16.9K | 0.15% | 60 |
|
|
2022
Q4 | $1.22M | Sell |
5,907
-87
| -1% | -$18K | 0.17% | 55 |
|
|
2022
Q3 | $1.17M | Buy |
5,994
+4
| +0.1% | +$779 | 0.19% | 52 |
|
|
2022
Q2 | $1.28M | Sell |
5,990
-148
| -2% | -$31.6K | 0.2% | 52 |
|
|
2022
Q1 | $1.68M | Buy |
6,138
+33
| +0.5% | +$9.02K | 0.25% | 45 |
|
|
2021
Q4 | $1.54M | Buy |
6,105
+53
| +0.9% | +$13.4K | 0.23% | 46 |
|
|
2021
Q3 | $1.19M | Buy |
6,052
+76
| +1% | +$14.9K | 0.18% | 52 |
|
|
2021
Q2 | $1.31M | Buy |
5,976
+38
| +0.6% | +$8.36K | 0.22% | 49 |
|
|
2021
Q1 | $1.31M | Buy |
5,938
+110
| +2% | +$24.2K | 0.56% | 41 |
|
|
2020
Q4 | $1.21M | Buy |
5,828
+30
| +0.5% | +$6.25K | 0.54% | 40 |
|
|
2020
Q3 | $1.14M | Buy |
5,798
+1
| +0% | +$197 | 0.45% | 52 |
|
|
2020
Q2 | $980K | Sell |
5,797
-655
| -10% | -$111K | 0.42% | 55 |
|
|
2020
Q1 | $910K | Sell |
6,452
-445
| -6% | -$62.8K | 0.45% | 49 |
|
|
2019
Q4 | $1.25M | Buy |
6,897
+41
| +0.6% | +$7.41K | 0.48% | 49 |
|
|
2019
Q3 | $1.11M | Sell |
6,856
-102
| -1% | -$16.5K | 0.49% | 49 |
|
|
2019
Q2 | $1.18M | Sell |
6,958
-5,039
| -42% | -$852K | 0.53% | 45 |
|
|
2019
Q1 | $2.01M | Sell |
11,997
-210
| -2% | -$35.1K | 0.88% | 26 |
|
|
2018
Q4 | $1.69M | Sell |
12,207
-610
| -5% | -$84.3K | 0.82% | 32 |
|
|
2018
Q3 | $2.09M | Buy |
12,817
+219
| +2% | +$35.7K | 0.87% | 27 |
|
|
2018
Q2 | $1.79M | Buy |
12,598
+281
| +2% | +$39.8K | 0.79% | 35 |
|
|
2018
Q1 | $1.66M | Buy |
12,317
+5,833
| +90% | +$784K | 0.77% | 34 |
|
|
2017
Q4 | $869K | Buy |
6,484
+26
| +0.4% | +$3.49K | 0.38% | 66 |
|
|
2017
Q3 | $749K | Sell |
6,458
-8
| -0.1% | -$928 | 0.37% | 63 |
|
|
2017
Q2 | $704K | Buy |
6,466
+1
| +0% | +$109 | 0.36% | 61 |
|
|
2017
Q1 | $685K | Sell |
6,465
-4
| -0.1% | -$424 | 0.36% | 61 |
|
|
2016
Q4 | $671K | Buy |
6,469
+1
| +0% | +$104 | 0.35% | 64 |
|
|
2016
Q3 | $631K | Buy |
6,468
+1
| +0% | +$98 | 0.34% | 66 |
|
|
2016
Q2 | $564K | Sell |
6,467
-450
| -7% | -$39.2K | 0.31% | 68 |
|
|
2016
Q1 | $550K | Sell |
6,917
-375
| -5% | -$29.8K | 0.3% | 69 |
|
|
2015
Q4 | $570K | Buy |
7,292
+1,188
| +19% | +$92.9K | 0.32% | 68 |
|
|
2015
Q3 | $540K | Buy |
6,104
+1,665
| +38% | +$147K | 0.33% | 67 |
|
|
2015
Q2 | $423K | Buy |
4,439
+110
| +3% | +$10.5K | 0.24% | 75 |
|
|
2015
Q1 | $469K | Sell |
4,329
-963
| -18% | -$104K | 0.29% | 69 |
|
|
2014
Q4 | $630K | Buy |
5,292
+1
| +0% | +$119 | 0.39% | 60 |
|
|
2014
Q3 | $574K | Buy |
5,291
+2,665
| +101% | +$289K | 0.36% | 62 |
|
|
2014
Q2 | $262K | Buy |
2,626
+1,218
| +87% | +$122K | 0.16% | 102 |
|
|
2014
Q1 | $264K | Hold |
1,408
| – | – | 0.17% | 102 |
|
|
2013
Q4 | $237K | Hold |
1,408
| – | – | 0.15% | 104 |
|
|
2013
Q3 | $219K | Hold |
1,408
| – | – | 0.17% | 96 |
|
|
2013
Q2 | $217K | Buy |
+1,408
| New | +$217K | 0.16% | 94 |
|