Carson Wealth (CWM LLC)’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31M | Buy |
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|
2025
Q2 | $26.9M | Sell |
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|
2025
Q1 | $28.5M | Sell |
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|
2024
Q4 | $27.8M | Buy |
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|
2024
Q3 | $27M | Sell |
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|
2024
Q2 | $32.2M | Buy |
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|
2024
Q1 | $33.4M | Buy |
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|
2023
Q4 | $28.7M | Buy |
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|
2023
Q3 | $19.4M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $11.7M | Buy |
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $11.8M | Buy |
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|
2022
Q2 | $12.7M | Sell |
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|
2022
Q1 | $17.7M | Buy |
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|
2021
Q4 | $4.07M | Buy |
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|
2021
Q2 | $3.06M | Hold |
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|
2021
Q1 | $3.06M | Hold |
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|
2020
Q4 | $3.06M | Hold |
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|
2020
Q3 | $3.06M | Hold |
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|
2020
Q2 | $3.06M | Hold |
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|
2020
Q1 | $3.06M | Hold |
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|
2019
Q4 | $3.06M | Hold |
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|
2019
Q3 | $3.06M | Hold |
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|
2019
Q2 | $3.06M | Hold |
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|
2019
Q1 | $3.06M | Sell |
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|
2018
Q4 | $4.37M | Buy |
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|
2018
Q3 | $1.91M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $780K | Buy |
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|
2017
Q4 | $622K | Sell |
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|
2017
Q3 | $544K | Buy |
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|
2017
Q2 | $462K | Buy |
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|
2017
Q1 | $188K | Sell |
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|
2016
Q4 | $261K | Sell |
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|
2016
Q3 | $2.62M | Sell |
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|
2016
Q2 | $2.51M | Sell |
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|
2016
Q1 | $2.38M | Sell |
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|
2015
Q4 | $2.8M | Buy |
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|
2015
Q3 | $3.15M | Sell |
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|
2015
Q2 | $8.24M | Buy |
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|
2015
Q1 | $8.99M | Sell |
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|
2014
Q4 | $10.1M | Buy |
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|
2014
Q3 | $8.71M | Buy |
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|
2014
Q2 | $7.49M | Buy |
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|
2014
Q1 | $6.01M | Buy |
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|
2013
Q4 | $4.55M | Buy |
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|
2013
Q3 | $4.01M | Buy |
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