Transamerica Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
4,071
-38
| -0.9% | -$8.74K | 0.09% | 157 |
|
|
2025
Q1 | $971K | Buy |
4,109
+58
| +1% | +$13.7K | 0.1% | 159 |
|
|
2024
Q4 | $924K | Buy |
4,051
+106
| +3% | +$24.2K | 0.09% | 159 |
|
|
2024
Q3 | $973K | Sell |
3,945
-1,251
| -24% | -$309K | 0.09% | 159 |
|
|
2024
Q2 | $1.18M | Hold |
5,196
| – | – | 0.13% | 122 |
|
|
2024
Q1 | $1.28M | Buy |
5,196
+655
| +14% | +$161K | 0.13% | 129 |
|
|
2023
Q4 | $1.12M | Sell |
4,541
-2,400
| -35% | -$590K | 0.15% | 97 |
|
|
2023
Q3 | $1.41M | Sell |
6,941
-248
| -3% | -$50.5K | 0.19% | 92 |
|
|
2023
Q2 | $1.47M | Sell |
7,189
-213
| -3% | -$43.6K | 0.19% | 97 |
|
|
2023
Q1 | $1.49M | Buy |
7,402
+249
| +3% | +$50.1K | 0.2% | 90 |
|
|
2022
Q4 | $1.48M | Buy |
7,153
+1,323
| +23% | +$274K | 0.21% | 88 |
|
|
2022
Q3 | $1.14M | Buy |
5,830
+722
| +14% | +$141K | 0.17% | 97 |
|
|
2022
Q2 | $1.09M | Buy |
5,108
+5,105
| +170,167% | +$1.09M | 0.15% | 101 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | 0.04% | 103 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | 0.03% | 114 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | 0.03% | 112 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | 0.02% | 191 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | 0.02% | 191 |
|
|
2020
Q4 | $1K | Sell |
3
-3
| -50% | -$1K | 0.02% | 186 |
|
|
2020
Q3 | $2K | Sell |
6
-259
| -98% | -$86.3K | 0.04% | 127 |
|
|
2020
Q2 | $45K | Buy |
+265
| New | +$45K | 0.01% | 206 |
|
|
2019
Q3 | – | Sell |
-179
| Closed | -$31K | – | 494 |
|
|
2019
Q2 | $31K | Buy |
+179
| New | +$31K | 0.01% | 268 |
|
|
2019
Q1 | – | Sell |
-253
| Closed | -$35K | – | 430 |
|
|
2018
Q4 | $35K | Buy |
253
+22
| +10% | +$3.04K | 0.01% | 239 |
|
|
2018
Q3 | $38K | Buy |
231
+225
| +3,750% | +$37K | 0.01% | 241 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 467 |
|
|
2016
Q2 | – | Sell |
-846
| Closed | -$68K | – | 690 |
|
|
2016
Q1 | $68K | Sell |
846
-200
| -19% | -$16.1K | 0.01% | 339 |
|
|
2015
Q4 | $82K | Buy |
1,046
+200
| +24% | +$15.7K | 0.01% | 354 |
|
|
2015
Q3 | $75K | Hold |
846
| – | – | 0.01% | 344 |
|
|
2015
Q2 | $81K | Sell |
846
-516
| -38% | -$49.4K | 0.01% | 401 |
|
|
2015
Q1 | $148K | Sell |
1,362
-1,347
| -50% | -$146K | 0.01% | 348 |
|
|
2014
Q4 | $323K | Sell |
2,709
-1,736
| -39% | -$207K | 0.03% | 244 |
|
|
2014
Q3 | $482K | Buy |
4,445
+173
| +4% | +$18.8K | 0.04% | 163 |
|
|
2014
Q2 | $427K | Buy |
4,272
+714
| +20% | +$71.4K | 0.04% | 192 |
|
|
2014
Q1 | $334K | Sell |
3,558
-624
| -15% | -$58.6K | 0.03% | 191 |
|
|
2013
Q4 | $352K | Buy |
4,182
+24
| +0.6% | +$2.02K | 0.04% | 190 |
|
|
2013
Q3 | $323K | Sell |
4,158
-420
| -9% | -$32.6K | 0.04% | 189 |
|
|
2013
Q2 | $354K | Buy |
+4,578
| New | +$354K | 0.06% | 139 |
|