BWM
BCS Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
2,538
+220
| +9% | +$50.6K | 0.13% | 147 |
|
|
2025
Q1 | $548K | Sell |
2,318
-449
| -16% | -$106K | 0.14% | 139 |
|
|
2024
Q4 | $631K | Buy |
+2,767
| New | +$631K | 0.16% | 120 |
|
|
2024
Q2 | – | Sell |
-2,318
| Closed | -$570K | – | 220 |
|
|
2024
Q1 | $570K | Hold |
2,318
| – | – | 0.18% | 121 |
|
|
2023
Q4 | $569K | Hold |
2,318
| – | – | 0.21% | 106 |
|
|
2023
Q3 | $472K | Buy |
+2,318
| New | +$472K | 0.2% | 113 |
|
|
2023
Q1 | – | Sell |
-2,118
| Closed | -$439K | – | 198 |
|
|
2022
Q4 | $439K | Hold |
2,118
| – | – | 0.18% | 117 |
|
|
2022
Q3 | $413K | Hold |
2,118
| – | – | 0.19% | 112 |
|
|
2022
Q2 | $452K | Sell |
2,118
-46
| -2% | -$9.82K | 0.2% | 102 |
|
|
2022
Q1 | $591K | Hold |
2,164
| – | – | 0.24% | 94 |
|
|
2021
Q4 | $545K | Sell |
2,164
-49
| -2% | -$12.3K | 0.2% | 100 |
|
|
2021
Q3 | $434K | Hold |
2,213
| – | – | 0.18% | 102 |
|
|
2021
Q2 | $487K | Buy |
2,213
+533
| +32% | +$117K | 0.26% | 79 |
|
|
2021
Q1 | $370K | Hold |
1,680
| – | – | 0.18% | 105 |
|
|
2020
Q4 | $350K | Buy |
1,680
+76
| +5% | +$15.8K | 0.18% | 101 |
|
|
2020
Q3 | $316K | Sell |
1,604
-52
| -3% | -$10.2K | 0.18% | 95 |
|
|
2020
Q2 | $280K | Hold |
1,656
| – | – | 0.17% | 101 |
|
|
2020
Q1 | $234K | Hold |
1,656
| – | – | 0.16% | 96 |
|
|
2019
Q4 | $299K | Buy |
+1,656
| New | +$299K | 0.2% | 81 |
|