WAAG
Wealth Alliance Advisory Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-865
| Closed | -$204K | – | 202 |
|
|
2025
Q1 | $204K | Sell |
865
-300
| -26% | -$70.9K | 0.04% | 188 |
|
|
2024
Q4 | $266K | Sell |
1,165
-24
| -2% | -$5.47K | 0.06% | 151 |
|
|
2024
Q3 | $293K | Sell |
1,189
-287
| -19% | -$70.7K | 0.06% | 145 |
|
|
2024
Q2 | $334K | Sell |
1,476
-2,826
| -66% | -$639K | 0.08% | 139 |
|
|
2024
Q1 | $1.06M | Buy |
4,302
+452
| +12% | +$111K | 0.25% | 62 |
|
|
2023
Q4 | $946K | Buy |
3,850
+336
| +10% | +$82.5K | 0.25% | 65 |
|
|
2023
Q3 | $716K | Buy |
3,514
+34
| +1% | +$6.92K | 0.21% | 67 |
|
|
2023
Q2 | $712K | Buy |
3,480
+288
| +9% | +$58.9K | 0.25% | 66 |
|
|
2023
Q1 | $642K | Sell |
3,192
-569
| -15% | -$115K | 0.24% | 70 |
|
|
2022
Q4 | $779K | Buy |
3,761
+103
| +3% | +$21.3K | 0.3% | 57 |
|
|
2022
Q3 | $713K | Buy |
3,658
+280
| +8% | +$54.6K | 0.31% | 52 |
|
|
2022
Q2 | $720K | Buy |
3,378
+329
| +11% | +$70.1K | 0.34% | 51 |
|
|
2022
Q1 | $833K | Sell |
3,049
-198
| -6% | -$54.1K | 0.36% | 47 |
|
|
2021
Q4 | $818K | Buy |
3,247
+563
| +21% | +$142K | 0.36% | 50 |
|
|
2021
Q3 | $526K | Buy |
2,684
+97
| +4% | +$19K | 0.26% | 64 |
|
|
2021
Q2 | $569K | Buy |
2,587
+46
| +2% | +$10.1K | 0.28% | 64 |
|
|
2021
Q1 | $560K | Buy |
2,541
+148
| +6% | +$32.6K | 0.29% | 63 |
|
|
2020
Q4 | $498K | Buy |
2,393
+565
| +31% | +$118K | 0.27% | 62 |
|
|
2020
Q3 | $360K | Buy |
1,828
+134
| +8% | +$26.4K | 0.21% | 75 |
|
|
2020
Q2 | $286K | Buy |
+1,694
| New | +$286K | 0.18% | 83 |
|
|
2020
Q1 | – | Sell |
-1,259
| Closed | -$228K | – | 136 |
|
|
2019
Q4 | $228K | Sell |
1,259
-59
| -4% | -$10.7K | 0.13% | 119 |
|
|
2019
Q3 | $213K | Buy |
1,318
+1
| +0.1% | +$162 | 0.13% | 114 |
|
|
2019
Q2 | $227K | Buy |
1,317
+54
| +4% | +$9.31K | 0.14% | 109 |
|
|
2019
Q1 | $221K | Buy |
+1,263
| New | +$221K | 0.14% | 110 |
|