BKM Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
992
| – | – | 0.09% | 149 |
|
|
2025
Q1 | $234K | Hold |
992
| – | – | 0.1% | 143 |
|
|
2024
Q4 | $226K | Hold |
992
| – | – | 0.09% | 155 |
|
|
2024
Q3 | $245K | Buy |
+992
| New | +$245K | 0.1% | 153 |
|
|
2024
Q2 | – | Sell |
-1,107
| Closed | -$272K | – | 195 |
|
|
2024
Q1 | $272K | Sell |
1,107
-6
| -0.5% | -$1.48K | 0.12% | 137 |
|
|
2023
Q4 | $273K | Buy |
+1,113
| New | +$273K | 0.12% | 137 |
|