U.S. Capital Wealth 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 | $1.1M | Sell |
4,772
-79
| -2% | -$18.2K | 0.03% | 410 |
|
|
2025
Q1 | $1.15M | Buy |
4,851
+1,356
| +39% | +$320K | 0.04% | 399 |
|
|
2024
Q4 | $797K | Sell |
3,495
-120
| -3% | -$27.4K | 0.02% | 463 |
|
|
2024
Q3 | $891K | Buy |
3,615
+201
| +6% | +$49.5K | 0.03% | 368 |
|
|
2024
Q2 | $772K | Buy |
3,414
+186
| +6% | +$42.1K | 0.03% | 378 |
|
|
2024
Q1 | $794K | Sell |
3,228
-245
| -7% | -$60.2K | 0.03% | 383 |
|
|
2023
Q4 | $853K | Buy |
3,473
+411
| +13% | +$101K | 0.03% | 356 |
|
|
2023
Q3 | $623K | Sell |
3,062
-656
| -18% | -$134K | 0.03% | 390 |
|
|
2023
Q2 | $761K | Sell |
3,718
-432
| -10% | -$88.4K | 0.04% | 371 |
|
|
2023
Q1 | $835K | Sell |
4,150
-26
| -0.6% | -$5.23K | 0.04% | 334 |
|
|
2022
Q4 | $865K | Buy |
4,176
+23
| +0.6% | +$4.76K | 0.04% | 357 |
|
|
2022
Q3 | $809K | Sell |
4,153
-4
| -0.1% | -$779 | 0.04% | 360 |
|
|
2022
Q2 | $887K | Sell |
4,157
-2,405
| -37% | -$513K | 0.04% | 372 |
|
|
2022
Q1 | $1.79M | Buy |
6,562
+164
| +3% | +$44.8K | 0.07% | 280 |
|
|
2021
Q4 | $1.61M | Sell |
6,398
-1,447
| -18% | -$365K | 0.06% | 303 |
|
|
2021
Q3 | $1.54M | Buy |
+7,845
| New | +$1.54M | 0.07% | 306 |
|