Wealth Enhancement Advisory Services’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Sell |
158,373
-3,941
| -2% | -$931K | 0.06% | 277 |
|
|
2025
Q1 | $38.3M | Buy |
162,314
+18,453
| +13% | +$4.36M | 0.07% | 252 |
|
|
2024
Q4 | $32.8M | Sell |
143,861
-31,125
| -18% | -$7.1M | 0.06% | 277 |
|
|
2024
Q3 | $43.1M | Buy |
174,986
+50,147
| +40% | +$12.4M | 0.09% | 214 |
|
|
2024
Q2 | $28.2M | Buy |
124,839
+9,455
| +8% | +$2.14M | 0.07% | 273 |
|
|
2024
Q1 | $28.4M | Buy |
115,384
+2,929
| +3% | +$720K | 0.07% | 252 |
|
|
2023
Q4 | $27.6M | Buy |
112,455
+5,387
| +5% | +$1.32M | 0.08% | 234 |
|
|
2023
Q3 | $21.8M | Buy |
107,068
+102,061
| +2,038% | +$20.8M | 0.07% | 265 |
|
|
2023
Q2 | $1.02M | Sell |
5,007
-37,603
| -88% | -$7.69M | 0.01% | 261 |
|
|
2023
Q1 | $8.58M | Buy |
+42,610
| New | +$8.58M | 0.1% | 99 |
|
|
2020
Q4 | – | Sell |
-12,177
| Closed | -$2.51M | – | 247 |
|
|
2020
Q3 | $2.51M | Buy |
12,177
+3,565
| +41% | +$736K | 0.07% | 98 |
|
|
2020
Q2 | $1.55M | Sell |
8,612
-1,502
| -15% | -$269K | 0.04% | 139 |
|
|
2020
Q1 | $1.63M | Buy |
+10,114
| New | +$1.63M | 0.06% | 121 |
|
|
2019
Q4 | – | Sell |
-11,560
| Closed | -$1.87M | – | 241 |
|
|
2019
Q3 | $1.87M | Buy |
+11,560
| New | +$1.87M | 0.08% | 109 |
|
|
2018
Q3 | – | Sell |
-6,749
| Closed | -$979K | – | 198 |
|
|
2018
Q2 | $979K | Buy |
+6,749
| New | +$979K | 0.06% | 123 |
|