BWM
Birchcreek Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,209
| Closed | -$286K | – | 121 |
|
|
2025
Q1 | $286K | Sell |
1,209
-267
| -18% | -$63.1K | 0.18% | 90 |
|
|
2024
Q4 | $337K | Sell |
1,476
-196
| -12% | -$44.7K | 0.21% | 92 |
|
|
2024
Q3 | $412K | Buy |
1,672
+66
| +4% | +$16.3K | 0.27% | 75 |
|
|
2024
Q2 | $363K | Sell |
1,606
-503
| -24% | -$114K | 0.2% | 97 |
|
|
2024
Q1 | $519K | Buy |
2,109
+180
| +9% | +$44.3K | 0.27% | 79 |
|
|
2023
Q4 | $474K | Sell |
1,929
-20
| -1% | -$4.91K | 0.28% | 79 |
|
|
2023
Q3 | $397K | Buy |
1,949
+38
| +2% | +$7.74K | 0.27% | 85 |
|
|
2023
Q2 | $391K | Buy |
1,911
+126
| +7% | +$25.8K | 0.27% | 88 |
|
|
2023
Q1 | $359K | Buy |
1,785
+319
| +22% | +$64.2K | 0.28% | 88 |
|
|
2022
Q4 | $304K | Sell |
1,466
-158
| -10% | -$32.7K | 0.27% | 94 |
|
|
2022
Q3 | $316K | Hold |
1,624
| – | – | 0.29% | 80 |
|
|
2022
Q2 | $346K | Buy |
1,624
+190
| +13% | +$40.5K | 0.31% | 71 |
|
|
2022
Q1 | $392K | Hold |
1,434
| – | – | 0.35% | 65 |
|
|
2021
Q4 | $361K | Buy |
1,434
+100
| +7% | +$25.2K | 0.31% | 73 |
|
|
2021
Q3 | $261K | Hold |
1,334
| – | – | 0.24% | 91 |
|
|
2021
Q2 | $293K | Hold |
1,334
| – | – | 0.28% | 82 |
|
|
2021
Q1 | $294K | Hold |
1,334
| – | – | 0.31% | 76 |
|
|
2020
Q4 | $277K | Buy |
+1,334
| New | +$277K | 0.27% | 77 |
|