WOSD
WFA of San Diego’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.5K | Buy |
+250
| New | +$57.5K | 0.04% | 188 |
|
|
2024
Q3 | $61.6K | Hold |
250
| – | – | 0.05% | 167 |
|
|
2024
Q2 | $56.6K | Buy |
+250
| New | +$56.6K | 0.05% | 168 |
|
|
2023
Q3 | $50.9K | Sell |
250
-20
| -7% | -$4.07K | 0.05% | 168 |
|
|
2023
Q2 | $55.2K | Buy |
+270
| New | +$55.2K | 0.05% | 163 |
|
|
2023
Q1 | – | Sell |
-420
| Closed | -$87K | – | 398 |
|
|
2022
Q4 | $87K | Buy |
+420
| New | +$87K | 0.07% | 146 |
|
|
2022
Q3 | – | Sell |
-424
| Closed | -$90K | – | 374 |
|
|
2022
Q2 | $90K | Buy |
+424
| New | +$90K | 0.08% | 124 |
|
|
2022
Q1 | – | Sell |
-654
| Closed | -$165K | – | 159 |
|
|
2021
Q4 | $165K | Buy |
654
+141
| +27% | +$35.6K | 0.1% | 126 |
|
|
2021
Q3 | $101K | Buy |
+513
| New | +$101K | 0.07% | 144 |
|
|
2021
Q1 | – | Sell |
-290
| Closed | -$208 | – | 125 |
|
|
2020
Q4 | $208 | Buy |
+290
| New | +$208 | 0.06% | 53 |
|
|
2020
Q3 | – | Sell |
-2,424
| Closed | -$426K | – | 234 |
|
|
2020
Q2 | $426K | Buy |
+2,424
| New | +$426K | 0.1% | 172 |
|