Valeo 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 | $3.4M | Sell |
14,777
-773
| -5% | -$178K | 0.08% | 117 |
|
|
2025
Q1 | $3.67M | Buy |
15,550
+200
| +1% | +$47.2K | 0.1% | 93 |
|
|
2024
Q4 | $3.5M | Sell |
15,350
-482
| -3% | -$110K | 0.1% | 97 |
|
|
2024
Q3 | $3.9M | Buy |
15,832
+361
| +2% | +$89K | 0.11% | 89 |
|
|
2024
Q2 | $3.5M | Sell |
15,471
-262
| -2% | -$59.3K | 0.11% | 92 |
|
|
2024
Q1 | $3.65M | Buy |
15,733
+71
| +0.5% | +$16.5K | 0.13% | 88 |
|
|
2023
Q4 | $3.85M | Buy |
15,662
+1,140
| +8% | +$280K | 0.16% | 79 |
|
|
2023
Q3 | $2.96M | Buy |
14,522
+941
| +7% | +$192K | 0.13% | 90 |
|
|
2023
Q2 | $2.78M | Buy |
13,581
+1,645
| +14% | +$337K | 0.13% | 96 |
|
|
2023
Q1 | $2.4M | Buy |
11,936
+279
| +2% | +$56.2K | 0.12% | 107 |
|
|
2022
Q4 | $2.41M | Buy |
11,657
+1,083
| +10% | +$224K | 0.13% | 99 |
|
|
2022
Q3 | $2.06M | Buy |
10,574
+1,140
| +12% | +$222K | 0.13% | 101 |
|
|
2022
Q2 | $2.01M | Sell |
9,434
-988
| -9% | -$211K | 0.13% | 100 |
|
|
2022
Q1 | $2.85M | Buy |
10,422
+1,265
| +14% | +$346K | 0.14% | 90 |
|
|
2021
Q4 | $2.31M | Sell |
9,157
-448
| -5% | -$113K | 0.12% | 96 |
|
|
2021
Q3 | $1.88M | Buy |
9,605
+308
| +3% | +$60.4K | 0.11% | 115 |
|
|
2021
Q2 | $2.05M | Buy |
9,297
+878
| +10% | +$193K | 0.12% | 101 |
|
|
2021
Q1 | $1.86M | Buy |
8,419
+119
| +1% | +$26.2K | 0.09% | 123 |
|
|
2020
Q4 | $1.73M | Buy |
8,300
+539
| +7% | +$112K | 0.09% | 115 |
|
|
2020
Q3 | $1.53M | Sell |
7,761
-445
| -5% | -$87.6K | 0.13% | 101 |
|
|
2020
Q2 | $1.39M | Buy |
8,206
+252
| +3% | +$42.6K | 0.13% | 103 |
|
|
2020
Q1 | $1.18M | Sell |
7,954
-1,440
| -15% | -$214K | 0.13% | 106 |
|
|
2019
Q4 | $1.7M | Buy |
9,394
+254
| +3% | +$45.9K | 0.16% | 91 |
|
|
2019
Q3 | $1.48M | Sell |
9,140
-1,393
| -13% | -$226K | 0.16% | 86 |
|
|
2019
Q2 | $1.78M | Sell |
10,533
-1,163
| -10% | -$197K | 0.2% | 80 |
|
|
2019
Q1 | $1.96M | Buy |
11,696
+216
| +2% | +$36.1K | 0.24% | 70 |
|
|
2018
Q4 | $1.59M | Sell |
11,480
-449
| -4% | -$62.1K | 0.22% | 72 |
|
|
2018
Q3 | $1.74M | Buy |
11,929
+96
| +0.8% | +$14K | 0.24% | 69 |
|
|
2018
Q2 | $1.76M | Buy |
11,833
+3,245
| +38% | +$482K | 0.25% | 68 |
|
|
2018
Q1 | $1.16M | Sell |
8,588
-1,818
| -17% | -$245K | 0.19% | 91 |
|
|
2017
Q4 | $1.4M | Buy |
10,406
+3,406
| +49% | +$457K | 0.23% | 76 |
|
|
2017
Q3 | $812K | Buy |
+7,000
| New | +$812K | 0.18% | 98 |
|