AWM
Aries Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
4,798
+40
| +0.8% | +$9.2K | 0.29% | 83 |
|
|
2025
Q1 | $1.12M | Buy |
4,758
+117
| +3% | +$27.6K | 0.31% | 81 |
|
|
2024
Q4 | $1.06M | Buy |
4,641
+200
| +5% | +$45.6K | 0.29% | 83 |
|
|
2024
Q3 | $1.09M | Sell |
4,441
-32
| -0.7% | -$7.89K | 0.3% | 82 |
|
|
2024
Q2 | $1.01M | Buy |
4,473
+86
| +2% | +$19.5K | 0.32% | 75 |
|
|
2024
Q1 | $1.08M | Sell |
4,387
-72
| -2% | -$17.7K | 0.35% | 75 |
|
|
2023
Q4 | $1.1M | Buy |
4,459
+12
| +0.3% | +$2.95K | 0.39% | 68 |
|
|
2023
Q3 | $938K | Buy |
4,447
+315
| +8% | +$66.4K | 0.37% | 73 |
|
|
2023
Q2 | $845K | Sell |
4,132
-17
| -0.4% | -$3.48K | 0.33% | 80 |
|
|
2023
Q1 | $835K | Sell |
4,149
-18
| -0.4% | -$3.62K | 0.34% | 80 |
|
|
2022
Q4 | $863K | Hold |
4,167
| – | – | 0.37% | 73 |
|
|
2022
Q3 | $821K | Buy |
4,167
+36
| +0.9% | +$7.09K | 0.36% | 74 |
|
|
2022
Q2 | $881K | Buy |
+4,131
| New | +$881K | 0.4% | 71 |
|
|
2022
Q1 | – | Sell |
-4,237
| Closed | -$1.07M | – | 214 |
|
|
2021
Q4 | $1.07M | Buy |
4,237
+28
| +0.7% | +$7.05K | 0.41% | 63 |
|
|
2021
Q3 | $825K | Buy |
4,209
+53
| +1% | +$10.4K | 0.35% | 72 |
|
|
2021
Q2 | $914K | Buy |
4,156
+4
| +0.1% | +$880 | 0.39% | 67 |
|
|
2021
Q1 | $924K | Buy |
4,152
+1,580
| +61% | +$352K | 0.42% | 65 |
|
|
2020
Q4 | $563K | Buy |
2,572
+90
| +4% | +$19.7K | 0.28% | 83 |
|
|
2020
Q3 | $489K | Buy |
2,482
+163
| +7% | +$32.1K | 0.28% | 83 |
|
|
2020
Q2 | $392K | Buy |
2,319
+118
| +5% | +$19.9K | 0.24% | 87 |
|
|
2020
Q1 | $312K | Sell |
2,201
-58
| -3% | -$8.22K | 0.24% | 91 |
|
|
2019
Q4 | $405K | Hold |
2,259
| – | – | 0.25% | 95 |
|
|
2019
Q3 | $365K | Sell |
2,259
-41
| -2% | -$6.63K | 0.24% | 98 |
|
|
2019
Q2 | $391K | Sell |
2,300
-39
| -2% | -$6.63K | 0.27% | 93 |
|
|
2019
Q1 | $391K | Buy |
2,339
+512
| +28% | +$85.6K | 0.29% | 82 |
|
|
2018
Q4 | $253K | Sell |
1,827
-56
| -3% | -$7.76K | 0.27% | 92 |
|
|
2018
Q3 | $307K | Sell |
1,883
-728
| -28% | -$119K | 0.28% | 90 |
|
|
2018
Q2 | $391K | Hold |
2,611
| – | – | 0.36% | 76 |
|
|
2018
Q1 | $340K | Buy |
2,611
+90
| +4% | +$11.7K | 0.33% | 83 |
|
|
2017
Q4 | $356K | Buy |
+2,521
| New | +$356K | 0.33% | 82 |
|