White Knight Strategic Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,354
| Closed | -$309K | – | 107 |
|
|
2024
Q4 | $309K | Buy |
+1,354
| New | +$309K | 0.13% | 95 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$246K | – | 81 |
|
|
2024
Q1 | $246K | Hold |
1,000
| – | – | 0.26% | 66 |
|
|
2023
Q4 | $246K | Hold |
1,000
| – | – | 0.28% | 62 |
|
|
2023
Q3 | $204K | Hold |
1,000
| – | – | 0.27% | 61 |
|
|
2023
Q2 | $205K | Sell |
1,000
-12
| -1% | -$2.46K | 0.24% | 69 |
|
|
2023
Q1 | $204K | Sell |
1,012
-3
| -0.3% | -$605 | 0.26% | 72 |
|
|
2022
Q4 | $210K | Buy |
+1,015
| New | +$210K | 0.29% | 66 |
|