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BWM Planning’s Union Pacific UNP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-847
Closed -$200K 83
2025
Q1
$200K Buy
+847
New +$200K 0.08% 76
2024
Q4
Sell
-839
Closed -$207K 78
2024
Q3
$207K Buy
+839
New +$207K 0.09% 74