Axxcess Wealth Management’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.42M | Sell |
19,225
-774
| -4% | -$178K | 0.1% | 158 |
|
2025
Q1 | $4.72M | Buy |
19,999
+1,446
| +8% | +$342K | 0.13% | 139 |
|
2024
Q4 | $4.23M | Buy |
18,553
+1,086
| +6% | +$248K | 0.1% | 150 |
|
2024
Q3 | $4.31M | Buy |
17,467
+515
| +3% | +$127K | 0.11% | 155 |
|
2024
Q2 | $3.84M | Buy |
16,952
+136
| +0.8% | +$30.8K | 0.1% | 160 |
|
2024
Q1 | $4.14M | Buy |
16,816
+718
| +4% | +$177K | 0.11% | 150 |
|
2023
Q4 | $3.95M | Buy |
16,098
+5,558
| +53% | +$1.37M | 0.11% | 147 |
|
2023
Q3 | $2.15M | Buy |
10,540
+6,001
| +132% | +$1.22M | 0.07% | 199 |
|
2023
Q2 | $929K | Buy |
4,539
+715
| +19% | +$146K | 0.07% | 245 |
|
2023
Q1 | $770K | Buy |
3,824
+59
| +2% | +$11.9K | 0.06% | 277 |
|
2022
Q4 | $780K | Buy |
3,765
+122
| +3% | +$25.3K | 0.06% | 267 |
|
2022
Q3 | $710K | Buy |
3,643
+134
| +4% | +$26.1K | 0.07% | 248 |
|
2022
Q2 | $748K | Buy |
3,509
+1,123
| +47% | +$239K | 0.07% | 229 |
|
2022
Q1 | $652K | Buy |
2,386
+1,510
| +172% | +$413K | 0.05% | 299 |
|
2021
Q4 | $221K | Buy |
+876
| New | +$221K | 0.02% | 562 |
|