Visionary 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 | $969K | Buy |
4,212
+4
| +0.1% | +$920 | 0.05% | 277 |
|
|
2025
Q1 | $994K | Sell |
4,208
-3
| -0.1% | -$709 | 0.06% | 257 |
|
|
2024
Q4 | $960K | Sell |
4,211
-184
| -4% | -$42K | 0.06% | 261 |
|
|
2024
Q3 | $1.08M | Sell |
4,395
-95
| -2% | -$23.4K | 0.07% | 241 |
|
|
2024
Q2 | $1.02M | Sell |
4,490
-65
| -1% | -$14.7K | 0.07% | 239 |
|
|
2024
Q1 | $1.12M | Buy |
4,555
+8
| +0.2% | +$1.97K | 0.08% | 225 |
|
|
2023
Q4 | $1.12M | Buy |
4,547
+12
| +0.3% | +$2.95K | 0.08% | 215 |
|
|
2023
Q3 | $923K | Sell |
4,535
-15
| -0.3% | -$3.05K | 0.07% | 220 |
|
|
2023
Q2 | $931K | Sell |
4,550
-189
| -4% | -$38.7K | 0.07% | 215 |
|
|
2023
Q1 | $954K | Buy |
4,739
+683
| +17% | +$137K | 0.08% | 198 |
|
|
2022
Q4 | $840K | Buy |
4,056
+158
| +4% | +$32.7K | 0.08% | 196 |
|
|
2022
Q3 | $759K | Sell |
3,898
-439
| -10% | -$85.5K | 0.08% | 184 |
|
|
2022
Q2 | $925K | Sell |
4,337
-80
| -2% | -$17.1K | 0.08% | 179 |
|
|
2022
Q1 | $1.21M | Buy |
4,417
+12
| +0.3% | +$3.28K | 0.1% | 166 |
|
|
2021
Q4 | $1.11M | Sell |
4,405
-782
| -15% | -$197K | 0.09% | 158 |
|
|
2021
Q3 | $1.02M | Buy |
5,187
+373
| +8% | +$73.1K | 0.1% | 138 |
|
|
2021
Q2 | $1.06M | Sell |
4,814
-50
| -1% | -$11K | 0.11% | 141 |
|
|
2021
Q1 | $1.07M | Buy |
4,864
+293
| +6% | +$64.6K | 0.11% | 140 |
|
|
2020
Q4 | $952K | Buy |
4,571
+290
| +7% | +$60.4K | 0.11% | 139 |
|
|
2020
Q3 | $843K | Buy |
4,281
+44
| +1% | +$8.66K | 0.12% | 129 |
|
|
2020
Q2 | $717K | Buy |
4,237
+466
| +12% | +$78.9K | 0.11% | 130 |
|
|
2020
Q1 | $532K | Buy |
3,771
+102
| +3% | +$14.4K | 0.1% | 124 |
|
|
2019
Q4 | $663K | Buy |
+3,669
| New | +$663K | 0.12% | 119 |
|