AOWM
Alpha Omega Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
5,638
| – | – | 0.23% | 103 |
|
|
2025
Q1 | $1.33M | Sell |
5,638
-188
| -3% | -$44.4K | 0.25% | 97 |
|
|
2024
Q4 | $1.33M | Hold |
5,826
| – | – | 0.25% | 101 |
|
|
2024
Q3 | $1.44M | Hold |
5,826
| – | – | 0.26% | 97 |
|
|
2024
Q2 | $1.32M | Hold |
5,826
| – | – | 0.25% | 97 |
|
|
2024
Q1 | $1.43M | Sell |
5,826
-112
| -2% | -$27.5K | 0.27% | 95 |
|
|
2023
Q4 | $1.46M | Hold |
5,938
| – | – | 0.24% | 89 |
|
|
2023
Q3 | $1.21M | Hold |
5,938
| – | – | 0.21% | 94 |
|
|
2023
Q2 | $1.22M | Hold |
5,938
| – | – | 0.21% | 101 |
|
|
2023
Q1 | $1.2M | Hold |
5,938
| – | – | 0.21% | 100 |
|
|
2022
Q4 | $1.23M | Hold |
5,938
| – | – | 0.22% | 100 |
|
|
2022
Q3 | $1.16M | Sell |
5,938
-285
| -5% | -$55.5K | 0.22% | 99 |
|
|
2022
Q2 | $1.33M | Sell |
6,223
-323
| -5% | -$68.9K | 0.24% | 94 |
|
|
2022
Q1 | $1.79M | Hold |
6,546
| – | – | 0.28% | 85 |
|
|
2021
Q4 | $1.62M | Hold |
6,546
| – | – | 0.25% | 93 |
|
|
2021
Q3 | $1.28M | Hold |
6,546
| – | – | 0.21% | 100 |
|
|
2021
Q2 | $1.44M | Sell |
6,546
-561
| -8% | -$123K | 0.24% | 96 |
|
|
2021
Q1 | $1.57M | Hold |
7,107
| – | – | 0.27% | 88 |
|
|
2020
Q4 | $1.48M | Sell |
7,107
-30
| -0.4% | -$6.25K | 0.25% | 87 |
|
|
2020
Q3 | $1.41M | Hold |
7,137
| – | – | 0.2% | 82 |
|
|
2020
Q2 | $1.21M | Hold |
7,137
| – | – | 0.18% | 83 |
|
|
2020
Q1 | $1.01M | Hold |
7,137
| – | – | 0.19% | 85 |
|
|
2019
Q4 | $1.29M | Buy |
7,137
+125
| +2% | +$22.6K | 0.21% | 86 |
|
|
2019
Q3 | $1.24M | Buy |
+7,012
| New | +$1.24M | 0.2% | 89 |
|