TCA
Trifecta Capital Advisors’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.35M | Sell |
10,211
-50
| -0.5% | -$11.5K | 0.39% | 51 |
|
2025
Q1 | $2.42M | Buy |
10,261
+56
| +0.5% | +$13.2K | 0.51% | 48 |
|
2024
Q4 | $2.33M | Sell |
10,205
-332
| -3% | -$75.7K | 0.46% | 50 |
|
2024
Q3 | $2.6M | Buy |
10,537
+278
| +3% | +$68.5K | 0.54% | 50 |
|
2024
Q2 | $2.32M | Buy |
10,259
+775
| +8% | +$175K | 0.51% | 48 |
|
2024
Q1 | $2.33M | Buy |
9,484
+707
| +8% | +$174K | 0.57% | 49 |
|
2023
Q4 | $2.16M | Buy |
8,777
+249
| +3% | +$61.2K | 0.6% | 48 |
|
2023
Q3 | $1.74M | Buy |
8,528
+123
| +1% | +$25K | 0.56% | 47 |
|
2023
Q2 | $1.72M | Buy |
8,405
+300
| +4% | +$61.4K | 0.55% | 47 |
|
2023
Q1 | $1.63M | Buy |
8,105
+371
| +5% | +$74.7K | 0.57% | 47 |
|
2022
Q4 | $1.6M | Buy |
+7,734
| New | +$1.6M | 0.64% | 44 |
|