AEPWM
Atlantic Edge Private Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
6,454
-235
| -4% | -$54.1K | 0.41% | 58 |
|
|
2025
Q1 | $1.58M | Buy |
6,689
+100
| +2% | +$23.6K | 0.48% | 51 |
|
|
2024
Q4 | $1.5M | Buy |
6,589
+72
| +1% | +$16.4K | 0.47% | 55 |
|
|
2024
Q3 | $1.61M | Buy |
6,517
+285
| +5% | +$70.2K | 0.49% | 53 |
|
|
2024
Q2 | $1.41M | Sell |
6,232
-3
| -0% | -$679 | 0.47% | 55 |
|
|
2024
Q1 | $1.53M | Buy |
6,235
+307
| +5% | +$75.5K | 0.53% | 48 |
|
|
2023
Q4 | $1.46M | Buy |
+5,928
| New | +$1.46M | 0.59% | 44 |
|