BSW Wealth Partners’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 | $1.26M | Sell |
5,455
-12
| -0.2% | -$2.76K | 0.17% | 72 |
|
|
2025
Q1 | $1.29M | Sell |
5,467
-231
| -4% | -$54.6K | 0.2% | 66 |
|
|
2024
Q4 | $1.3M | Buy |
5,698
+139
| +3% | +$31.7K | 0.19% | 69 |
|
|
2024
Q3 | $1.37M | Buy |
5,559
+1,387
| +33% | +$342K | 0.21% | 61 |
|
|
2024
Q2 | $944K | Buy |
4,172
+22
| +0.5% | +$4.98K | 0.15% | 79 |
|
|
2024
Q1 | $1.02M | Buy |
4,150
+159
| +4% | +$39.1K | 0.17% | 77 |
|
|
2023
Q4 | $980K | Buy |
3,991
+1
| +0% | +$246 | 0.19% | 72 |
|
|
2023
Q3 | $812K | Buy |
3,990
+19
| +0.5% | +$3.87K | 0.18% | 73 |
|
|
2023
Q2 | $813K | Buy |
3,971
+24
| +0.6% | +$4.91K | 0.17% | 79 |
|
|
2023
Q1 | $794K | Buy |
3,947
+32
| +0.8% | +$6.44K | 0.16% | 91 |
|
|
2022
Q4 | $811K | Buy |
3,915
+448
| +13% | +$92.8K | 0.17% | 81 |
|
|
2022
Q3 | $675K | Buy |
3,467
+8
| +0.2% | +$1.56K | 0.17% | 79 |
|
|
2022
Q2 | $738K | Buy |
3,459
+149
| +5% | +$31.8K | 0.18% | 79 |
|
|
2022
Q1 | $904K | Buy |
3,310
+30
| +0.9% | +$8.19K | 0.23% | 63 |
|
|
2021
Q4 | $826K | Buy |
3,280
+1,873
| +133% | +$472K | 0.21% | 67 |
|
|
2021
Q3 | $276K | Sell |
1,407
-2
| -0.1% | -$392 | 0.08% | 199 |
|
|
2021
Q2 | $310K | Sell |
1,409
-25
| -2% | -$5.5K | 0.09% | 168 |
|
|
2021
Q1 | $316K | Sell |
1,434
-471
| -25% | -$104K | 0.09% | 134 |
|
|
2020
Q4 | $397K | Buy |
1,905
+2
| +0.1% | +$417 | 0.12% | 99 |
|
|
2020
Q3 | $375K | Sell |
1,903
-20
| -1% | -$3.94K | 0.14% | 86 |
|
|
2020
Q2 | $325K | Buy |
1,923
+29
| +2% | +$4.9K | 0.11% | 93 |
|
|
2020
Q1 | $267K | Buy |
+1,894
| New | +$267K | 0.11% | 90 |
|
|
2019
Q4 | – | Sell |
-1,912
| Closed | -$310K | – | 157 |
|
|
2019
Q3 | $310K | Buy |
1,912
+61
| +3% | +$9.89K | 0.12% | 73 |
|
|
2019
Q2 | $313K | Buy |
+1,851
| New | +$313K | 0.12% | 74 |
|
|
2018
Q4 | – | Sell |
-1,335
| Closed | -$217K | – | 140 |
|
|
2018
Q3 | $217K | Buy |
+1,335
| New | +$217K | 0.08% | 125 |
|