BWP
Baldwin Wealth Partners’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
65,204
-10
| -0% | -$2.3K | 1.02% | 28 |
|
|
2025
Q1 | $15.4M | Buy |
65,214
+407
| +0.6% | +$96.2K | 1.08% | 30 |
|
|
2024
Q4 | $14.8M | Buy |
64,807
+1,558
| +2% | +$355K | 1.02% | 30 |
|
|
2024
Q3 | $15.6M | Buy |
63,249
+2,862
| +5% | +$705K | 1.06% | 26 |
|
|
2024
Q2 | $13.7M | Sell |
60,387
-2,529
| -4% | -$572K | 1.06% | 29 |
|
|
2024
Q1 | $15.5M | Sell |
62,916
-1,493
| -2% | -$367K | 1.17% | 25 |
|
|
2023
Q4 | $15.8M | Sell |
64,409
-384
| -0.6% | -$94.3K | 1.24% | 24 |
|
|
2023
Q3 | $13.2M | Sell |
64,793
-1,772
| -3% | -$361K | 1.14% | 24 |
|
|
2023
Q2 | $13.6M | Buy |
66,565
+6
| +0% | +$1.23K | 1.12% | 25 |
|
|
2023
Q1 | $13.4M | Sell |
66,559
-37
| -0.1% | -$7.45K | 1.17% | 25 |
|
|
2022
Q4 | $13.8M | Buy |
66,596
+297
| +0.4% | +$61.5K | 1.25% | 24 |
|
|
2022
Q3 | $12.9M | Sell |
66,299
-2,183
| -3% | -$425K | 1.79% | 16 |
|
|
2022
Q2 | $14.6M | Sell |
68,482
-1,448
| -2% | -$309K | 1.89% | 15 |
|
|
2022
Q1 | $19.1M | Buy |
69,930
+365
| +0.5% | +$99.7K | 2.03% | 11 |
|
|
2021
Q4 | $17.5M | Buy |
69,565
+840
| +1% | +$212K | 1.75% | 17 |
|
|
2021
Q3 | $13.5M | Sell |
68,725
-1,047
| -2% | -$205K | 1.49% | 22 |
|
|
2021
Q2 | $15.3M | Buy |
69,772
+413
| +0.6% | +$90.8K | 1.68% | 18 |
|
|
2021
Q1 | $15.3M | Buy |
69,359
+2,084
| +3% | +$459K | 1.82% | 17 |
|
|
2020
Q4 | $14M | Sell |
67,275
-1,002
| -1% | -$209K | 1.76% | 19 |
|
|
2020
Q3 | $13.4M | Sell |
68,277
-1,011
| -1% | -$199K | 1.84% | 17 |
|
|
2020
Q2 | $11.7M | Sell |
69,288
-630
| -0.9% | -$107K | 1.72% | 19 |
|
|
2020
Q1 | $9.86M | Buy |
69,918
+1,210
| +2% | +$171K | 1.73% | 18 |
|
|
2019
Q4 | $12.4M | Sell |
68,708
-15
| -0% | -$2.71K | 1.74% | 21 |
|
|
2019
Q3 | $11.1M | Sell |
68,723
-3,125
| -4% | -$506K | 1.68% | 23 |
|
|
2019
Q2 | $12.2M | Sell |
71,848
-2,147
| -3% | -$363K | 1.79% | 18 |
|
|
2019
Q1 | $12.4M | Sell |
73,995
-3,309
| -4% | -$553K | 1.84% | 16 |
|
|
2018
Q4 | $10.7M | Buy |
77,304
+1,131
| +1% | +$156K | 1.79% | 18 |
|
|
2018
Q3 | $12.4M | Buy |
76,173
+3,251
| +4% | +$529K | 1.74% | 19 |
|
|
2018
Q2 | $10.3M | Sell |
72,922
-378
| -0.5% | -$53.6K | 1.61% | 22 |
|
|
2018
Q1 | $9.85M | Sell |
73,300
-1,922
| -3% | -$258K | 1.59% | 21 |
|
|
2017
Q4 | $10.1M | Buy |
75,222
+5,008
| +7% | +$672K | 1.57% | 21 |
|
|
2017
Q3 | $8.14M | Buy |
70,214
+5,205
| +8% | +$604K | 1.31% | 26 |
|
|
2017
Q2 | $7.08M | Buy |
65,009
+14,235
| +28% | +$1.55M | 1.14% | 31 |
|
|
2017
Q1 | $5.38M | Buy |
50,774
+35,975
| +243% | +$3.81M | 0.89% | 38 |
|
|
2016
Q4 | $1.53M | Hold |
14,799
| – | – | 0.28% | 59 |
|
|
2016
Q3 | $1.44M | Sell |
14,799
-2,630
| -15% | -$256K | 0.26% | 61 |
|
|
2016
Q2 | $1.52M | Buy |
17,429
+200
| +1% | +$17.4K | 0.31% | 53 |
|
|
2016
Q1 | $1.37M | Buy |
17,229
+2,562
| +17% | +$204K | 0.25% | 86 |
|
|
2015
Q4 | $1.15M | Sell |
14,667
-4,240
| -22% | -$332K | 0.19% | 110 |
|
|
2015
Q3 | $1.67M | Sell |
18,907
-2,905
| -13% | -$257K | 0.28% | 80 |
|
|
2015
Q2 | $2.08M | Sell |
21,812
-15,552
| -42% | -$1.48M | 0.31% | 74 |
|
|
2015
Q1 | $4.05M | Sell |
37,364
-1,044
| -3% | -$113K | 0.6% | 48 |
|
|
2014
Q4 | $4.58M | Buy |
38,408
+12,017
| +46% | +$1.43M | 0.66% | 45 |
|
|
2014
Q3 | $2.86M | Buy |
26,391
+95
| +0.4% | +$10.3K | 0.41% | 62 |
|
|
2014
Q2 | $2.62M | Buy |
26,296
+13,408
| +104% | +$1.34M | 0.39% | 64 |
|
|
2014
Q1 | $2.42M | Sell |
12,888
-585
| -4% | -$110K | 0.39% | 62 |
|
|
2013
Q4 | $2.26M | Buy |
13,473
+2,425
| +22% | +$407K | 0.36% | 69 |
|
|
2013
Q3 | $1.72M | Sell |
11,048
-1,325
| -11% | -$206K | 0.31% | 81 |
|
|
2013
Q2 | $1.91M | Buy |
+12,373
| New | +$1.91M | 0.38% | 72 |
|