Wealthcare Advisory Partners’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 | $1.15M | Buy |
5,007
+1,452
| +41% | +$334K | 0.03% | 448 |
|
|
2025
Q1 | $840K | Sell |
3,555
-123
| -3% | -$29.1K | 0.02% | 477 |
|
|
2024
Q4 | $839K | Buy |
3,678
+659
| +22% | +$150K | 0.02% | 461 |
|
|
2024
Q3 | $744K | Sell |
3,019
-336
| -10% | -$82.8K | 0.02% | 480 |
|
|
2024
Q2 | $759K | Sell |
3,355
-11
| -0.3% | -$2.49K | 0.02% | 451 |
|
|
2024
Q1 | $828K | Buy |
3,366
+1,197
| +55% | +$294K | 0.03% | 423 |
|
|
2023
Q4 | $533K | Buy |
2,169
+64
| +3% | +$15.7K | 0.02% | 476 |
|
|
2023
Q3 | $429K | Sell |
2,105
-196
| -9% | -$39.9K | 0.02% | 471 |
|
|
2023
Q2 | $471K | Sell |
2,301
-139
| -6% | -$28.4K | 0.02% | 460 |
|
|
2023
Q1 | $491K | Buy |
2,440
+24
| +1% | +$4.83K | 0.02% | 462 |
|
|
2022
Q4 | $500K | Buy |
2,416
+277
| +13% | +$57.4K | 0.02% | 427 |
|
|
2022
Q3 | $417K | Buy |
2,139
+274
| +15% | +$53.4K | 0.02% | 408 |
|
|
2022
Q2 | $398K | Sell |
1,865
-13
| -0.7% | -$2.77K | 0.02% | 375 |
|
|
2022
Q1 | $513K | Sell |
1,878
-275
| -13% | -$75.1K | 0.03% | 306 |
|
|
2021
Q4 | $542K | Buy |
2,153
+438
| +26% | +$110K | 0.03% | 306 |
|
|
2021
Q3 | $336K | Buy |
1,715
+358
| +26% | +$70.1K | 0.02% | 390 |
|
|
2021
Q2 | $299K | Buy |
1,357
+59
| +5% | +$13K | 0.02% | 428 |
|
|
2021
Q1 | $286K | Buy |
1,298
+164
| +14% | +$36.1K | 0.02% | 405 |
|
|
2020
Q4 | $236K | Sell |
1,134
-127
| -10% | -$26.4K | 0.02% | 367 |
|
|
2020
Q3 | $248K | Buy |
+1,261
| New | +$248K | 0.03% | 297 |
|
|
2020
Q2 | – | Sell |
-1,206
| Closed | -$170K | – | 1288 |
|
|
2020
Q1 | $170K | Sell |
1,206
-5
| -0.4% | -$705 | 0.02% | 287 |
|
|
2019
Q4 | $219K | Sell |
1,211
-156
| -11% | -$28.2K | 0.03% | 282 |
|
|
2019
Q3 | $221K | Sell |
1,367
-25
| -2% | -$4.04K | 0.03% | 258 |
|
|
2019
Q2 | $235K | Buy |
1,392
+163
| +13% | +$27.5K | 0.04% | 248 |
|
|
2019
Q1 | $205K | Buy |
1,229
+102
| +9% | +$17K | 0.04% | 237 |
|
|
2018
Q4 | $156K | Buy |
1,127
+2
| +0.2% | +$277 | 0.03% | 246 |
|
|
2018
Q3 | $183K | Buy |
1,125
+417
| +59% | +$67.8K | 0.03% | 235 |
|
|
2018
Q2 | $100K | Buy |
708
+294
| +71% | +$41.5K | 0.02% | 328 |
|
|
2018
Q1 | $56K | Sell |
414
-4
| -1% | -$541 | 0.01% | 380 |
|
|
2017
Q4 | $56K | Buy |
418
+295
| +240% | +$39.5K | 0.01% | 353 |
|
|
2017
Q3 | $14K | Buy |
+123
| New | +$14K | ﹤0.01% | 489 |
|