BWM
BNC Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
3,247
+2
| +0.1% | +$460 | 0.22% | 57 |
|
|
2025
Q1 | $767K | Buy |
3,245
+1
| +0% | +$236 | 0.28% | 59 |
|
|
2024
Q4 | $740K | Buy |
3,244
+1
| +0% | +$228 | 0.24% | 59 |
|
|
2024
Q3 | $799K | Sell |
3,243
-116
| -3% | -$28.6K | 0.29% | 54 |
|
|
2024
Q2 | $760K | Sell |
3,359
-111
| -3% | -$25.1K | 0.28% | 58 |
|
|
2024
Q1 | $853K | Sell |
3,470
-50
| -1% | -$12.3K | 0.37% | 54 |
|
|
2023
Q4 | $865K | Sell |
3,520
-6,195
| -64% | -$1.52M | 0.41% | 53 |
|
|
2023
Q3 | $1.98M | Buy |
9,715
+6,112
| +170% | +$1.24M | 1.06% | 35 |
|
|
2023
Q2 | $737K | Sell |
3,603
-29
| -0.8% | -$5.93K | 0.39% | 60 |
|
|
2023
Q1 | $731K | Buy |
3,632
+2
| +0.1% | +$402 | 0.41% | 61 |
|
|
2022
Q4 | $752K | Buy |
3,630
+2
| +0.1% | +$414 | 0.44% | 59 |
|
|
2022
Q3 | $707K | Buy |
3,628
+15
| +0.4% | +$2.92K | 0.43% | 65 |
|
|
2022
Q2 | $771K | Sell |
3,613
-6,454
| -64% | -$1.38M | 0.4% | 70 |
|
|
2022
Q1 | $2.75M | Buy |
10,067
+6,044
| +150% | +$1.65M | 1.36% | 21 |
|
|
2021
Q4 | $1.01M | Buy |
4,023
+942
| +31% | +$237K | 0.48% | 56 |
|
|
2021
Q3 | $604K | Sell |
3,081
-15
| -0.5% | -$2.94K | 0.36% | 58 |
|
|
2021
Q2 | $681K | Buy |
3,096
+15
| +0.5% | +$3.3K | 0.41% | 54 |
|
|
2021
Q1 | $679K | Hold |
3,081
| – | – | 0.48% | 52 |
|
|
2020
Q4 | $642K | Hold |
3,081
| – | – | 0.41% | 68 |
|
|
2020
Q3 | $607K | Buy |
+3,081
| New | +$607K | 0.43% | 61 |
|