Wealthspire Advisors (New York)’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 | $5.23M | Sell |
22,724
-5,668
| -20% | -$1.3M | 0.03% | 156 |
|
|
2025
Q1 | $6.71M | Buy |
28,392
+14,309
| +102% | +$3.38M | 0.04% | 143 |
|
|
2024
Q4 | $3.21M | Buy |
14,083
+219
| +2% | +$49.9K | 0.03% | 186 |
|
|
2024
Q3 | $3.42M | Buy |
13,864
+2,406
| +21% | +$593K | 0.03% | 176 |
|
|
2024
Q2 | $2.59M | Sell |
11,458
-246
| -2% | -$55.7K | 0.03% | 174 |
|
|
2024
Q1 | $2.88M | Sell |
11,704
-397
| -3% | -$97.6K | 0.04% | 154 |
|
|
2023
Q4 | $2.97M | Buy |
12,101
+5,906
| +95% | +$1.45M | 0.04% | 149 |
|
|
2023
Q3 | $1.26M | Buy |
6,195
+176
| +3% | +$35.8K | 0.02% | 245 |
|
|
2023
Q2 | $1.23M | Sell |
6,019
-451
| -7% | -$92.3K | 0.02% | 220 |
|
|
2023
Q1 | $1.3M | Buy |
6,470
+678
| +12% | +$136K | 0.02% | 205 |
|
|
2022
Q4 | $1.2M | Buy |
5,792
+981
| +20% | +$203K | 0.02% | 226 |
|
|
2022
Q3 | $937K | Sell |
4,811
-656
| -12% | -$128K | 0.02% | 236 |
|
|
2022
Q2 | $1.17M | Buy |
5,467
+2,317
| +74% | +$494K | 0.02% | 197 |
|
|
2022
Q1 | $861K | Sell |
3,150
-4,396
| -58% | -$1.2M | 0.02% | 207 |
|
|
2021
Q4 | $1.9M | Sell |
7,546
-284
| -4% | -$71.5K | 0.04% | 153 |
|
|
2021
Q3 | $1.54M | Buy |
7,830
+2,700
| +53% | +$529K | 0.03% | 194 |
|
|
2021
Q2 | $1.13M | Sell |
5,130
-13,350
| -72% | -$2.94M | 0.03% | 152 |
|
|
2021
Q1 | $4.07M | Buy |
18,480
+8,377
| +83% | +$1.85M | 0.1% | 103 |
|
|
2020
Q4 | $2.1M | Buy |
10,103
+5,526
| +121% | +$1.15M | 0.06% | 132 |
|
|
2020
Q3 | $901K | Buy |
4,577
+103
| +2% | +$20.3K | 0.05% | 134 |
|
|
2020
Q2 | $757K | Sell |
4,474
-11,892
| -73% | -$2.01M | 0.05% | 123 |
|
|
2020
Q1 | $2.31M | Buy |
16,366
+13,936
| +573% | +$1.97M | 0.1% | 115 |
|
|
2019
Q4 | $439K | Buy |
2,430
+585
| +32% | +$106K | 0.03% | 113 |
|
|
2019
Q3 | $299K | Buy |
+1,845
| New | +$299K | 0.02% | 118 |
|
|
2019
Q1 | – | Sell |
-544
| Closed | -$75K | – | 751 |
|
|
2018
Q4 | $75K | Buy |
+544
| New | +$75K | 0.01% | 138 |
|