CWP
Curated Wealth Partners’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
4,445
+57
| +1% | +$13.1K | 0.12% | 55 |
|
|
2025
Q1 | $1.04M | Buy |
4,388
+119
| +3% | +$28.1K | 0.13% | 51 |
|
|
2024
Q4 | $974K | Buy |
4,269
+246
| +6% | +$56.1K | 0.11% | 52 |
|
|
2024
Q3 | $992K | Buy |
4,023
+35
| +0.9% | +$8.63K | 0.13% | 48 |
|
|
2024
Q2 | $902K | Buy |
+3,988
| New | +$902K | 0.13% | 47 |
|
|
2024
Q1 | – | Sell |
-3,540
| Closed | -$869K | – | 135 |
|
|
2023
Q4 | $869K | Sell |
3,540
-85
| -2% | -$20.9K | 0.14% | 51 |
|
|
2023
Q3 | $738K | Sell |
3,625
-212
| -6% | -$43.2K | 0.13% | 57 |
|
|
2023
Q2 | $785K | Sell |
3,837
-83
| -2% | -$17K | 0.15% | 50 |
|
|
2023
Q1 | $789K | Sell |
3,920
-45
| -1% | -$9.06K | 0.18% | 45 |
|
|
2022
Q4 | $821K | Buy |
3,965
+319
| +9% | +$66.1K | 0.2% | 40 |
|
|
2022
Q3 | $710K | Buy |
3,646
+74
| +2% | +$14.4K | 0.21% | 41 |
|
|
2022
Q2 | $763K | Buy |
+3,572
| New | +$763K | 0.22% | 42 |
|