CWM
Campbell Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $320K | Buy |
+1,402
| New | +$320K | 0.03% | 64 |
|
|
2024
Q2 | – | Sell |
-1,366
| Closed | -$336K | – | 94 |
|
|
2024
Q1 | $336K | Buy |
+1,366
| New | +$336K | 0.03% | 60 |
|
|
2023
Q4 | – | Sell |
-1,426
| Closed | -$290K | – | 76 |
|
|
2023
Q3 | $290K | Buy |
1,426
+60
| +4% | +$12.2K | 0.04% | 53 |
|
|
2023
Q2 | $280K | Hold |
1,366
| – | – | 0.04% | 54 |
|
|
2023
Q1 | $275K | Sell |
1,366
-23
| -2% | -$4.63K | 0.03% | 53 |
|
|
2022
Q4 | $288K | Buy |
1,389
+2
| +0.1% | +$415 | 0.04% | 56 |
|
|
2022
Q3 | $270K | Buy |
+1,387
| New | +$270K | 0.04% | 56 |
|
|
2022
Q2 | – | Sell |
-1,387
| Closed | -$379K | – | 75 |
|
|
2022
Q1 | $379K | Hold |
1,387
| – | – | 0.05% | 40 |
|
|
2021
Q4 | $349K | Sell |
1,387
-7
| -0.5% | -$1.76K | 0.04% | 48 |
|
|
2021
Q3 | $273K | Buy |
1,394
+21
| +2% | +$4.11K | 0.04% | 51 |
|
|
2021
Q2 | $302K | Hold |
1,373
| – | – | 0.04% | 44 |
|
|
2021
Q1 | $303K | Sell |
1,373
-21
| -2% | -$4.63K | 0.04% | 42 |
|
|
2020
Q4 | $290K | Sell |
1,394
-5
| -0.4% | -$1.04K | 0.04% | 40 |
|
|
2020
Q3 | $275K | Buy |
1,399
+5
| +0.4% | +$983 | 0.05% | 40 |
|
|
2020
Q2 | $236K | Sell |
1,394
-25
| -2% | -$4.23K | 0.04% | 42 |
|
|
2020
Q1 | $200K | Hold |
1,419
| – | – | 0.04% | 48 |
|
|
2019
Q4 | $257K | Hold |
1,419
| – | – | 0.05% | 57 |
|
|
2019
Q3 | $230K | Sell |
1,419
-44
| -3% | -$7.13K | 0.05% | 58 |
|
|
2019
Q2 | $247K | Sell |
1,463
-6
| -0.4% | -$1.01K | 0.06% | 54 |
|
|
2019
Q1 | $246K | Buy |
1,469
+6
| +0.4% | +$1.01K | 0.07% | 48 |
|
|
2018
Q4 | $202K | Buy |
+1,463
| New | +$202K | 0.06% | 49 |
|