V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,180
| Closed | -$1.88M | – | 346 |
|
|
2023
Q2 | $1.88M | Sell |
9,180
-56
| -0.6% | -$11.5K | 0.31% | 66 |
|
|
2023
Q1 | $1.86M | Buy |
9,236
+354
| +4% | +$71.2K | 0.35% | 61 |
|
|
2022
Q4 | $1.84M | Buy |
8,882
+268
| +3% | +$55.5K | 0.38% | 58 |
|
|
2022
Q3 | $1.68M | Sell |
8,614
-2,468
| -22% | -$481K | 0.34% | 63 |
|
|
2022
Q2 | $2.36M | Buy |
11,082
+2,496
| +29% | +$532K | 0.45% | 39 |
|
|
2022
Q1 | $2.35M | Sell |
8,586
-221
| -3% | -$60.4K | 0.38% | 49 |
|
|
2021
Q4 | $2.22M | Sell |
8,807
-978
| -10% | -$246K | 0.33% | 65 |
|
|
2021
Q3 | $1.92M | Buy |
9,785
+237
| +2% | +$46.5K | 0.3% | 71 |
|
|
2021
Q2 | $2.1M | Buy |
9,548
+154
| +2% | +$33.8K | 0.33% | 67 |
|
|
2021
Q1 | $2.07M | Sell |
9,394
-306
| -3% | -$67.5K | 0.38% | 60 |
|
|
2020
Q4 | $2.02M | Buy |
9,700
+7,966
| +459% | +$1.66M | 0.42% | 50 |
|
|
2020
Q3 | $341K | Sell |
1,734
-9,062
| -84% | -$1.78M | 0.24% | 111 |
|
|
2020
Q2 | $1.83M | Buy |
10,796
+651
| +6% | +$110K | 0.47% | 42 |
|
|
2020
Q1 | $1.43M | Buy |
10,145
+360
| +4% | +$50.8K | 0.45% | 49 |
|
|
2019
Q4 | $1.59M | Hold |
9,785
| – | – | 0.57% | 44 |
|
|
2019
Q3 | $1.59M | Buy |
9,785
+169
| +2% | +$27.4K | 0.57% | 44 |
|
|
2019
Q2 | $1.63M | Buy |
9,616
+81
| +0.8% | +$13.7K | 0.62% | 42 |
|
|
2019
Q1 | $1.68M | Buy |
9,535
+375
| +4% | +$66.2K | 0.68% | 37 |
|
|
2018
Q4 | $1.38M | Sell |
9,160
-29
| -0.3% | -$4.38K | 0.7% | 39 |
|
|
2018
Q3 | $1.5M | Buy |
9,189
+28
| +0.3% | +$4.56K | 0.69% | 42 |
|
|
2018
Q2 | $1.32M | Sell |
9,161
-2,443
| -21% | -$352K | 0.74% | 40 |
|
|
2018
Q1 | $1.55M | Buy |
11,604
+6,676
| +135% | +$889K | 0.82% | 36 |
|
|
2017
Q4 | $677K | Buy |
4,928
+117
| +2% | +$16.1K | 0.34% | 81 |
|
|
2017
Q3 | $553K | Buy |
4,811
+3
| +0.1% | +$345 | 0.28% | 87 |
|
|
2017
Q2 | $524K | Buy |
4,808
+2,351
| +96% | +$256K | 0.25% | 87 |
|
|
2017
Q1 | $262K | Sell |
2,457
-122
| -5% | -$13K | 0.16% | 144 |
|
|
2016
Q4 | $267K | Sell |
2,579
-159
| -6% | -$16.5K | 0.2% | 142 |
|
|
2016
Q3 | $266K | Buy |
+2,738
| New | +$266K | 0.21% | 133 |
|