TIA
Traphagen Investment Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
2,392
-385
| -14% | -$88.6K | 0.05% | 112 |
|
|
2025
Q1 | $656K | Buy |
2,777
+396
| +17% | +$93.5K | 0.07% | 93 |
|
|
2024
Q4 | $543K | Hold |
2,381
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $587K | Buy |
2,381
+9
| +0.4% | +$2.22K | 0.06% | 99 |
|
|
2024
Q2 | $537K | Buy |
2,372
+2
| +0.1% | +$452 | 0.06% | 98 |
|
|
2024
Q1 | $583K | Buy |
2,370
+6
| +0.3% | +$1.48K | 0.06% | 90 |
|
|
2023
Q4 | $581K | Buy |
2,364
+2
| +0.1% | +$491 | 0.07% | 89 |
|
|
2023
Q3 | $481K | Sell |
2,362
-473
| -17% | -$96.3K | 0.06% | 87 |
|
|
2023
Q2 | $580K | Buy |
2,835
+335
| +13% | +$68.6K | 0.08% | 77 |
|
|
2023
Q1 | $503K | Buy |
2,500
+64
| +3% | +$12.9K | 0.07% | 80 |
|
|
2022
Q4 | $504K | Buy |
2,436
+69
| +3% | +$14.3K | 0.08% | 77 |
|
|
2022
Q3 | $461K | Hold |
2,367
| – | – | 0.08% | 72 |
|
|
2022
Q2 | $505K | Buy |
2,367
+10
| +0.4% | +$2.13K | 0.09% | 68 |
|
|
2022
Q1 | $644K | Sell |
2,357
-1,498
| -39% | -$409K | 0.1% | 58 |
|
|
2021
Q4 | $971K | Hold |
3,855
| – | – | 0.16% | 49 |
|
|
2021
Q3 | $756K | Buy |
3,855
+2,533
| +192% | +$497K | 0.14% | 53 |
|
|
2021
Q2 | $275K | Buy |
1,322
+2
| +0.2% | +$416 | 0.05% | 117 |
|
|
2021
Q1 | $224K | Buy |
1,320
+2
| +0.2% | +$340 | 0.04% | 129 |
|
|
2020
Q4 | $222K | Buy |
1,318
+2
| +0.2% | +$337 | 0.04% | 122 |
|
|
2020
Q3 | $219K | Sell |
1,316
-2,539
| -66% | -$423K | 0.04% | 113 |
|
|
2020
Q2 | $652K | Hold |
3,855
| – | – | 0.15% | 56 |
|
|
2020
Q1 | $544K | Hold |
3,855
| – | – | 0.15% | 57 |
|
|
2019
Q4 | $697K | Hold |
3,855
| – | – | 0.17% | 49 |
|
|
2019
Q3 | $625K | Buy |
3,855
+77
| +2% | +$12.5K | 0.16% | 50 |
|
|
2019
Q2 | $639K | Hold |
3,778
| – | – | 0.17% | 46 |
|
|
2019
Q1 | $632K | Buy |
+3,778
| New | +$632K | 0.18% | 47 |
|