CWG
Cornerstone Wealth Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
2,538
-332
| -12% | -$76.4K | 0.04% | 173 |
|
|
2025
Q1 | $678K | Buy |
2,870
+69
| +2% | +$16.3K | 0.06% | 156 |
|
|
2024
Q4 | $639K | Buy |
2,801
+114
| +4% | +$26K | 0.05% | 151 |
|
|
2024
Q3 | $662K | Buy |
2,687
+112
| +4% | +$27.6K | 0.05% | 148 |
|
|
2024
Q2 | $583K | Buy |
2,575
+87
| +3% | +$19.7K | 0.05% | 151 |
|
|
2024
Q1 | $612K | Buy |
2,488
+662
| +36% | +$163K | 0.06% | 146 |
|
|
2023
Q4 | $449K | Buy |
1,826
+147
| +9% | +$36.1K | 0.06% | 105 |
|
|
2023
Q3 | $342K | Buy |
1,679
+58
| +4% | +$11.8K | 0.06% | 117 |
|
|
2023
Q2 | $332K | Sell |
1,621
-6
| -0.4% | -$1.23K | 0.06% | 121 |
|
|
2023
Q1 | $327K | Sell |
1,627
-163
| -9% | -$32.8K | 0.06% | 123 |
|
|
2022
Q4 | $371K | Sell |
1,790
-91
| -5% | -$18.8K | 0.07% | 106 |
|
|
2022
Q3 | $366K | Buy |
1,881
+58
| +3% | +$11.3K | 0.08% | 102 |
|
|
2022
Q2 | $389K | Sell |
1,823
-167
| -8% | -$35.6K | 0.08% | 102 |
|
|
2022
Q1 | $544K | Buy |
1,990
+8
| +0.4% | +$2.19K | 0.1% | 113 |
|
|
2021
Q4 | $499K | Buy |
1,982
+94
| +5% | +$23.7K | 0.09% | 114 |
|
|
2021
Q3 | $370K | Sell |
1,888
-75
| -4% | -$14.7K | 0.07% | 126 |
|
|
2021
Q2 | $421K | Buy |
1,963
+29
| +1% | +$6.22K | 0.09% | 116 |
|
|
2021
Q1 | $432K | Sell |
1,934
-165
| -8% | -$36.9K | 0.09% | 123 |
|
|
2020
Q4 | $437K | Sell |
2,099
-118
| -5% | -$24.6K | 0.11% | 118 |
|
|
2020
Q3 | $436K | Buy |
2,217
+3
| +0.1% | +$590 | 0.12% | 97 |
|
|
2020
Q2 | $374K | Sell |
2,214
-117
| -5% | -$19.8K | 0.09% | 98 |
|
|
2020
Q1 | $329K | Sell |
2,331
-117
| -5% | -$16.5K | 0.12% | 86 |
|
|
2019
Q4 | $443K | Hold |
2,448
| – | – | 0.12% | 108 |
|
|
2019
Q3 | $397K | Hold |
2,448
| – | – | 0.1% | 100 |
|
|
2019
Q2 | $414K | Sell |
2,448
-445
| -15% | -$75.3K | 0.11% | 125 |
|
|
2019
Q1 | $484K | Buy |
+2,893
| New | +$484K | 0.12% | 118 |
|