WAS
Wealth Advisory Solutions’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.01M | Buy |
21,766
+65
| +0.3% | +$15K | 1.27% | 18 |
|
2025
Q1 | $5.13M | Buy |
+21,701
| New | +$5.13M | 1.36% | 18 |
|
2023
Q2 | – | Sell |
-1,825
| Closed | -$367K | – | 132 |
|
2023
Q1 | $367K | Buy |
+1,825
| New | +$367K | 0.1% | 99 |
|
2022
Q2 | – | Sell |
-1,101
| Closed | -$301K | – | 160 |
|
2022
Q1 | $301K | Buy |
+1,101
| New | +$301K | 0.06% | 122 |
|
2020
Q4 | – | Sell |
-1,030
| Closed | -$203K | – | 195 |
|
2020
Q3 | $203K | Buy |
+1,030
| New | +$203K | 0.05% | 174 |
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$212K | – | 187 |
|
2020
Q1 | $212K | Buy |
+1,500
| New | +$212K | 0.07% | 146 |
|