CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
5,482
-142
| -3% | -$32K | 0.45% | 47 |
|
|
2025
Q1 | $1.22M | Sell |
5,624
-44
| -0.8% | -$9.53K | 0.5% | 45 |
|
|
2024
Q4 | $1.39M | Sell |
5,668
-70
| -1% | -$17.1K | 0.51% | 43 |
|
|
2024
Q3 | $1.32M | Sell |
5,738
-70
| -1% | -$16.1K | 0.5% | 46 |
|
|
2024
Q2 | $1.43M | Sell |
5,808
-35
| -0.6% | -$8.59K | 0.56% | 45 |
|
|
2024
Q1 | $1.42M | Sell |
5,843
-399
| -6% | -$97.2K | 0.6% | 43 |
|
|
2023
Q4 | $1.51M | Hold |
6,242
| – | – | 0.63% | 39 |
|
|
2023
Q3 | $1.28M | Buy |
6,242
+150
| +2% | +$30.8K | 0.6% | 41 |
|
|
2023
Q2 | $1.39M | Sell |
6,092
-620
| -9% | -$142K | 0.61% | 41 |
|
|
2023
Q1 | $1.34M | Sell |
6,712
-55
| -0.8% | -$10.9K | 0.61% | 45 |
|
|
2022
Q4 | $1.37M | Buy |
6,767
+30
| +0.4% | +$6.07K | 0.6% | 43 |
|
|
2022
Q3 | $1.28M | Sell |
6,737
-175
| -3% | -$33.4K | 0.61% | 46 |
|
|
2022
Q2 | $1.45M | Buy |
6,912
+184
| +3% | +$38.6K | 0.67% | 42 |
|
|
2022
Q1 | $1.63M | Sell |
6,728
-12
| -0.2% | -$2.9K | 0.67% | 42 |
|
|
2021
Q4 | $1.65M | Hold |
6,740
| – | – | 0.69% | 39 |
|
|
2021
Q3 | $1.61M | Buy |
6,740
+195
| +3% | +$46.7K | 0.65% | 42 |
|
|
2021
Q2 | $1.43M | Sell |
6,545
-50
| -0.8% | -$10.9K | 0.62% | 45 |
|
|
2021
Q1 | $1.49M | Buy |
6,595
+285
| +5% | +$64.3K | 0.66% | 41 |
|
|
2020
Q4 | $1.36M | Hold |
6,310
| – | – | 0.67% | 38 |
|
|
2020
Q3 | $1.26M | Sell |
6,310
-38
| -0.6% | -$7.6K | 0.66% | 43 |
|
|
2020
Q2 | $1.13M | Buy |
6,348
+173
| +3% | +$30.8K | 0.64% | 41 |
|
|
2020
Q1 | $1.01M | Buy |
6,175
+101
| +2% | +$16.5K | 0.62% | 45 |
|
|
2019
Q4 | $1.08M | Buy |
6,074
+2
| +0% | +$357 | 0.61% | 45 |
|
|
2019
Q3 | $946K | Buy |
6,072
+60
| +1% | +$9.35K | 0.58% | 46 |
|
|
2019
Q2 | $989K | Buy |
6,012
+166
| +3% | +$27.3K | 0.6% | 47 |
|
|
2019
Q1 | $977K | Sell |
5,846
-40
| -0.7% | -$6.69K | 0.61% | 49 |
|
|
2018
Q4 | $813K | Buy |
5,886
+1
| +0% | +$138 | 0.58% | 48 |
|
|
2018
Q3 | $958K | Hold |
5,885
| – | – | 0.59% | 47 |
|
|
2018
Q2 | $831K | Sell |
5,885
-100
| -2% | -$14.1K | 0.53% | 49 |
|
|
2018
Q1 | $782K | Sell |
5,985
-75
| -1% | -$9.8K | 0.53% | 50 |
|
|
2017
Q4 | $812K | Sell |
6,060
-50
| -0.8% | -$6.7K | 0.51% | 53 |
|
|
2017
Q3 | $708K | Buy |
+6,110
| New | +$708K | 0.45% | 59 |
|