CWM
Capital Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-850
| Closed | -$209K | – | 45 |
|
|
2024
Q1 | $209K | Buy |
+850
| New | +$209K | 0.1% | 43 |
|
|
2019
Q4 | – | Sell |
-1,520
| Closed | -$246K | – | 36 |
|
|
2019
Q3 | $246K | Hold |
1,520
| – | – | 0.26% | 28 |
|
|
2019
Q2 | $257K | Hold |
1,520
| – | – | 0.26% | 30 |
|
|
2019
Q1 | $254K | Hold |
1,520
| – | – | 0.25% | 29 |
|
|
2018
Q4 | $210K | Hold |
1,520
| – | – | 0.23% | 34 |
|
|
2018
Q3 | $248K | Hold |
1,520
| – | – | 0.22% | 38 |
|
|
2018
Q2 | $215K | Hold |
1,520
| – | – | 0.2% | 37 |
|
|
2018
Q1 | $204K | Sell |
1,520
-3,080
| -67% | -$413K | 0.19% | 37 |
|
|
2017
Q4 | $617K | Buy |
+4,600
| New | +$617K | 0.53% | 28 |
|