BFWA
Benchmark Financial Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
1,535
+40
| +3% | +$9.2K | 0.12% | 83 |
|
|
2025
Q1 | $353K | Sell |
1,495
-27
| -2% | -$6.38K | 0.13% | 73 |
|
|
2024
Q4 | $347K | Sell |
1,522
-130
| -8% | -$29.7K | 0.11% | 72 |
|
|
2024
Q3 | $407K | Buy |
1,652
+51
| +3% | +$12.6K | 0.14% | 64 |
|
|
2024
Q2 | $362K | Sell |
1,601
-93
| -5% | -$21K | 0.13% | 62 |
|
|
2024
Q1 | $417K | Buy |
1,694
+755
| +80% | +$186K | 0.16% | 56 |
|
|
2023
Q4 | $231K | Buy |
+939
| New | +$231K | 0.1% | 74 |
|