DWM
Dakota Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
14,651
+304
| +2% | +$69.9K | 0.07% | 204 |
|
|
2025
Q1 | $3.39M | Sell |
14,347
-462
| -3% | -$109K | 0.08% | 187 |
|
|
2024
Q4 | $3.38M | Sell |
14,809
-1,018
| -6% | -$232K | 0.08% | 193 |
|
|
2024
Q3 | $3.9M | Buy |
15,827
+226
| +1% | +$55.7K | 0.09% | 198 |
|
|
2024
Q2 | $3.53M | Buy |
15,601
+39
| +0.3% | +$8.82K | 0.08% | 205 |
|
|
2024
Q1 | $3.83M | Buy |
15,562
+3
| +0% | +$738 | 0.1% | 185 |
|
|
2023
Q4 | $3.82M | Buy |
15,559
+282
| +2% | +$69.3K | 0.15% | 147 |
|
|
2023
Q3 | $3.11M | Buy |
15,277
+238
| +2% | +$48.5K | 0.14% | 156 |
|
|
2023
Q2 | $3.08M | Buy |
15,039
+1,510
| +11% | +$309K | 0.14% | 137 |
|
|
2023
Q1 | $2.72M | Sell |
13,529
-90
| -0.7% | -$18.1K | 0.18% | 130 |
|
|
2022
Q4 | $2.82M | Buy |
13,619
+756
| +6% | +$157K | 0.2% | 121 |
|
|
2022
Q3 | $2.51M | Buy |
12,863
+9,449
| +277% | +$1.84M | 0.2% | 120 |
|
|
2022
Q2 | $729K | Buy |
3,414
+1,332
| +64% | +$284K | 0.07% | 225 |
|
|
2022
Q1 | $569K | Buy |
+2,082
| New | +$569K | 0.05% | 266 |
|
|
2019
Q3 | – | Sell |
-6,875
| Closed | -$1.16M | – | 326 |
|
|
2019
Q2 | $1.16M | Buy |
6,875
+2,340
| +52% | +$396K | 0.22% | 98 |
|
|
2019
Q1 | $758K | Buy |
4,535
+1,730
| +62% | +$289K | 0.15% | 140 |
|
|
2018
Q4 | $457K | Hold |
2,805
| – | – | 0.1% | 165 |
|
|
2018
Q3 | $457K | Sell |
2,805
-1,143
| -29% | -$186K | 0.1% | 162 |
|
|
2018
Q2 | $559K | Buy |
+3,948
| New | +$559K | 0.16% | 114 |
|
|
2016
Q1 | – | Sell |
-4,601
| Closed | -$360K | – | 53 |
|
|
2015
Q4 | $360K | Hold |
4,601
| – | – | 0.24% | 39 |
|
|
2015
Q3 | $407K | Hold |
4,601
| – | – | 0.28% | 38 |
|
|
2015
Q2 | $439K | Sell |
4,601
-17
| -0.4% | -$1.62K | 0.27% | 40 |
|
|
2015
Q1 | $500K | Sell |
4,618
-90
| -2% | -$9.74K | 0.3% | 37 |
|
|
2014
Q4 | $560K | Buy |
+4,708
| New | +$560K | 0.35% | 35 |
|