TRIA
Trail Ridge Investment Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
4,836
| – | – | 0.52% | 43 |
|
|
2025
Q1 | $1.14M | Sell |
4,836
-17
| -0.4% | -$4.02K | 0.59% | 42 |
|
|
2024
Q4 | $1.11M | Buy |
4,853
+17
| +0.4% | +$3.88K | 0.53% | 47 |
|
|
2024
Q3 | $1.17M | Hold |
4,836
| – | – | 0.56% | 48 |
|
|
2024
Q2 | $1.09M | Hold |
4,836
| – | – | 0.57% | 46 |
|
|
2024
Q1 | $1.19M | Hold |
4,836
| – | – | 0.67% | 42 |
|
|
2023
Q4 | $1.19M | Hold |
4,836
| – | – | 0.73% | 42 |
|
|
2023
Q3 | $985K | Sell |
4,836
-3,000
| -38% | -$611K | 0.67% | 45 |
|
|
2023
Q2 | $1.6M | Sell |
7,836
-200
| -2% | -$40.9K | 0.99% | 30 |
|
|
2023
Q1 | $1.62M | Hold |
8,036
| – | – | 1.06% | 28 |
|
|
2022
Q4 | $1.66M | Hold |
8,036
| – | – | 1.15% | 28 |
|
|
2022
Q3 | $1.75M | Sell |
8,036
-18
| -0.2% | -$3.92K | 1.15% | 24 |
|
|
2022
Q2 | $1.72M | Sell |
8,054
-45
| -0.6% | -$9.6K | 1.16% | 21 |
|
|
2022
Q1 | $2.21M | Sell |
8,099
-433
| -5% | -$118K | 1.36% | 16 |
|
|
2021
Q4 | $2.15M | Buy |
+8,532
| New | +$2.15M | 1.29% | 20 |
|