WPA
West Paces Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
2,381
+421
| +21% | +$96.9K | 0.12% | 85 |
|
|
2025
Q1 | $463K | Buy |
1,960
+291
| +17% | +$68.7K | 0.11% | 91 |
|
|
2024
Q4 | $381K | Sell |
1,669
-14
| -0.8% | -$3.19K | 0.09% | 101 |
|
|
2024
Q3 | $415K | Sell |
1,683
-43
| -2% | -$10.6K | 0.1% | 99 |
|
|
2024
Q2 | $391K | Sell |
1,726
-10
| -0.6% | -$2.26K | 0.1% | 96 |
|
|
2024
Q1 | $427K | Sell |
1,736
-150
| -8% | -$36.9K | 0.11% | 90 |
|
|
2023
Q4 | $463K | Buy |
1,886
+43
| +2% | +$10.6K | 0.13% | 78 |
|
|
2023
Q3 | $375K | Sell |
1,843
-174
| -9% | -$35.4K | 0.12% | 89 |
|
|
2023
Q2 | $413K | Sell |
2,017
-142
| -7% | -$29.1K | 0.12% | 89 |
|
|
2023
Q1 | $435K | Sell |
2,159
-145
| -6% | -$29.2K | 0.14% | 89 |
|
|
2022
Q4 | $477K | Buy |
2,304
+88
| +4% | +$18.2K | 0.15% | 84 |
|
|
2022
Q3 | $432K | Hold |
2,216
| – | – | 0.15% | 85 |
|
|
2022
Q2 | $473K | Buy |
2,216
+56
| +3% | +$11.9K | 0.16% | 82 |
|
|
2022
Q1 | $590K | Buy |
2,160
+423
| +24% | +$116K | 0.18% | 77 |
|
|
2021
Q4 | $438K | Sell |
1,737
-126
| -7% | -$31.7K | 0.14% | 87 |
|
|
2021
Q3 | $365K | Buy |
1,863
+752
| +68% | +$147K | 0.13% | 95 |
|
|
2021
Q2 | $244K | Sell |
1,111
-16
| -1% | -$3.52K | 0.09% | 103 |
|
|
2021
Q1 | $248K | Sell |
1,127
-50
| -4% | -$11K | 0.1% | 99 |
|
|
2020
Q4 | $245K | Hold |
1,177
| – | – | 0.11% | 96 |
|
|
2020
Q3 | $232K | Sell |
1,177
-146
| -11% | -$28.7K | 0.12% | 98 |
|
|
2020
Q2 | $224K | Sell |
1,323
-51
| -4% | -$8.62K | 0.12% | 95 |
|
|
2020
Q1 | $194K | Buy |
1,374
+30
| +2% | +$4.23K | 0.12% | 99 |
|
|
2019
Q4 | $243K | Buy |
1,344
+775
| +136% | +$140K | 0.13% | 98 |
|
|
2019
Q3 | $92.2K | Hold |
569
| – | – | 0.06% | 138 |
|
|
2019
Q2 | $96.2K | Hold |
569
| – | – | 0.06% | 131 |
|
|
2019
Q1 | $95.1K | Hold |
569
| – | – | 0.07% | 131 |
|
|
2018
Q4 | $78.7K | Hold |
569
| – | – | 0.06% | 140 |
|
|
2018
Q3 | $92.7K | Hold |
569
| – | – | 0.07% | 137 |
|
|
2018
Q2 | $80.6K | Buy |
569
+17
| +3% | +$2.41K | 0.06% | 143 |
|
|
2018
Q1 | $74.2K | Hold |
552
| – | – | 0.06% | 143 |
|
|
2017
Q4 | $74K | Sell |
552
-120
| -18% | -$16.1K | 0.05% | 156 |
|
|
2017
Q3 | $77.9K | Hold |
672
| – | – | 0.06% | 148 |
|
|
2017
Q2 | $73.2K | Hold |
672
| – | – | 0.06% | 147 |
|
|
2017
Q1 | $71.2K | Hold |
672
| – | – | 0.06% | 148 |
|
|
2016
Q4 | $69.7K | Buy |
+672
| New | +$69.7K | 0.07% | 161 |
|