CWP
CFM Wealth Partners’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
4,928
| – | – | 0.18% | 75 |
|
|
2025
Q1 | $1.16M | Hold |
4,928
| – | – | 0.21% | 72 |
|
|
2024
Q4 | $1.12M | Hold |
4,928
| – | – | 0.19% | 75 |
|
|
2024
Q3 | $1.21M | Sell |
4,928
-6
| -0.1% | -$1.48K | 0.21% | 72 |
|
|
2024
Q2 | $1.12M | Hold |
4,934
| – | – | 0.21% | 74 |
|
|
2024
Q1 | $1.21M | Sell |
4,934
-178
| -3% | -$43.8K | 0.24% | 73 |
|
|
2023
Q4 | $1.26M | Hold |
5,112
| – | – | 0.28% | 70 |
|
|
2023
Q3 | $1.04M | Sell |
5,112
-86
| -2% | -$17.5K | 0.27% | 66 |
|
|
2023
Q2 | $1.06M | Hold |
5,198
| – | – | 0.26% | 80 |
|
|
2023
Q1 | $1.05M | Hold |
5,198
| – | – | 0.28% | 73 |
|
|
2022
Q4 | $1.08M | Sell |
5,198
-212
| -4% | -$43.9K | 0.32% | 74 |
|
|
2022
Q3 | $1.05M | Hold |
5,410
| – | – | 0.34% | 69 |
|
|
2022
Q2 | $1.15M | Buy |
5,410
+349
| +7% | +$74.4K | 0.35% | 69 |
|
|
2022
Q1 | $1.38M | Hold |
5,061
| – | – | 0.33% | 70 |
|
|
2021
Q4 | $1.25M | Sell |
5,061
-18
| -0.4% | -$4.46K | 0.28% | 74 |
|
|
2021
Q3 | $995K | Sell |
5,079
-391
| -7% | -$76.6K | 0.25% | 80 |
|
|
2021
Q2 | $1.2M | Hold |
5,470
| – | – | 0.32% | 65 |
|
|
2021
Q1 | $1.21M | Hold |
5,470
| – | – | 0.36% | 63 |
|
|
2020
Q4 | $1.14M | Hold |
5,470
| – | – | 0.36% | 61 |
|
|
2020
Q3 | $1.08M | Sell |
5,470
-36
| -0.7% | -$7.08K | 0.39% | 54 |
|
|
2020
Q2 | $930K | Sell |
5,506
-74
| -1% | -$12.5K | 0.35% | 58 |
|
|
2020
Q1 | $787K | Hold |
5,580
| – | – | 0.37% | 56 |
|
|
2019
Q4 | $1.03M | Buy |
+5,580
| New | +$1.03M | 0.38% | 59 |
|