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