DWM
Diversify Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
15,757
+1,782
| +13% | +$390K | 0.21% | 133 |
|
|
2025
Q1 | $3M | Buy |
13,975
+3,524
| +34% | +$756K | 0.22% | 128 |
|
|
2024
Q4 | $2.35M | Buy |
10,451
+4,201
| +67% | +$946K | 0.18% | 141 |
|
|
2024
Q3 | $1.51M | Buy |
6,250
+1,573
| +34% | +$380K | 0.15% | 156 |
|
|
2024
Q2 | $1.1M | Buy |
+4,677
| New | +$1.1M | 0.14% | 155 |
|