TFA
Toth Financial Advisory’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
20,925
-564
| -3% | -$130K | 0.56% | 62 |
|
|
2025
Q1 | $5.08M | Buy |
21,489
+2,112
| +11% | +$499K | 0.61% | 61 |
|
|
2024
Q4 | $4.42M | Buy |
19,377
+2,122
| +12% | +$484K | 0.52% | 67 |
|
|
2024
Q3 | $4.25M | Buy |
17,255
+782
| +5% | +$193K | 0.5% | 73 |
|
|
2024
Q2 | $3.73M | Buy |
16,473
+1,518
| +10% | +$343K | 0.47% | 73 |
|
|
2024
Q1 | $3.68M | Buy |
14,955
+1,530
| +11% | +$376K | 0.46% | 72 |
|
|
2023
Q4 | $3.3M | Buy |
13,425
+1,530
| +13% | +$376K | 0.45% | 74 |
|
|
2023
Q3 | $2.42M | Buy |
11,895
+2,768
| +30% | +$564K | 0.37% | 78 |
|
|
2023
Q2 | $1.87M | Buy |
9,127
+791
| +9% | +$162K | 0.27% | 95 |
|
|
2023
Q1 | $1.68M | Sell |
8,336
-13
| -0.2% | -$2.62K | 0.26% | 94 |
|
|
2022
Q4 | $1.73M | Sell |
8,349
-747
| -8% | -$155K | 0.28% | 87 |
|
|
2022
Q3 | $1.77M | Buy |
9,096
+1,025
| +13% | +$200K | 0.32% | 84 |
|
|
2022
Q2 | $1.72M | Buy |
8,071
+3,378
| +72% | +$720K | 0.3% | 84 |
|
|
2022
Q1 | $1.28M | Buy |
4,693
+2,296
| +96% | +$627K | 0.19% | 103 |
|
|
2021
Q4 | $604K | Buy |
2,397
+497
| +26% | +$125K | 0.08% | 161 |
|
|
2021
Q3 | $372K | Buy |
1,900
+1,220
| +179% | +$239K | 0.06% | 168 |
|
|
2021
Q2 | $150K | Hold |
680
| – | – | 0.02% | 191 |
|
|
2021
Q1 | $150K | Hold |
680
| – | – | 0.02% | 209 |
|
|
2020
Q4 | $142K | Hold |
680
| – | – | 0.02% | 200 |
|
|
2020
Q3 | $134K | Buy |
680
+55
| +9% | +$10.8K | 0.03% | 195 |
|
|
2020
Q2 | $106K | Buy |
625
+5
| +0.8% | +$848 | 0.02% | 190 |
|
|
2020
Q1 | $87K | Sell |
620
-57
| -8% | -$8K | 0.03% | 145 |
|
|
2019
Q4 | $122K | Sell |
677
-2,740
| -80% | -$494K | 0.02% | 173 |
|
|
2019
Q3 | $553K | Buy |
3,417
+60
| +2% | +$9.71K | 0.12% | 101 |
|
|
2019
Q2 | $568K | Hold |
3,357
| – | – | 0.13% | 99 |
|
|
2019
Q1 | $561K | Buy |
3,357
+2,680
| +396% | +$448K | 0.13% | 103 |
|
|
2018
Q4 | $94K | Hold |
677
| – | – | 0.03% | 145 |
|
|
2018
Q3 | $110K | Hold |
677
| – | – | 0.02% | 171 |
|
|
2018
Q2 | $96K | Hold |
677
| – | – | 0.02% | 174 |
|
|
2018
Q1 | $91K | Hold |
677
| – | – | 0.02% | 173 |
|
|
2017
Q4 | $91K | Buy |
+677
| New | +$91K | 0.02% | 172 |
|