WFA
WestHill Financial Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-884
| Closed | -$217K | – | 78 |
|
|
2024
Q1 | $217K | Sell |
884
-17
| -2% | -$4.18K | 0.05% | 70 |
|
|
2023
Q4 | $221K | Buy |
+901
| New | +$221K | 0.06% | 64 |
|
|
2023
Q3 | – | Sell |
-987
| Closed | -$202K | – | 119 |
|
|
2023
Q2 | $202K | Sell |
987
-17
| -2% | -$3.48K | 0.06% | 63 |
|
|
2023
Q1 | $202K | Hold |
1,004
| – | – | 0.06% | 62 |
|
|
2022
Q4 | $208K | Buy |
+1,004
| New | +$208K | 0.07% | 58 |
|
|
2022
Q3 | – | Sell |
-1,084
| Closed | -$231K | – | 116 |
|
|
2022
Q2 | $231K | Sell |
1,084
-9
| -0.8% | -$1.92K | 0.08% | 58 |
|
|
2022
Q1 | $299K | Sell |
1,093
-162
| -13% | -$44.3K | 0.09% | 49 |
|
|
2021
Q4 | $316K | Sell |
1,255
-23
| -2% | -$5.79K | 0.09% | 48 |
|
|
2021
Q3 | $251K | Buy |
+1,278
| New | +$251K | 0.08% | 53 |
|
|
2021
Q1 | $319K | Sell |
1,449
-17
| -1% | -$3.74K | 0.11% | 37 |
|
|
2020
Q4 | $305K | Buy |
+1,466
| New | +$305K | 0.12% | 35 |
|