DWM
Drive Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
6,678
-548
| -8% | -$126K | 0.34% | 71 |
|
|
2025
Q1 | $1.71M | Buy |
7,226
+5,306
| +276% | +$1.25M | 0.4% | 57 |
|
|
2024
Q4 | $438K | Sell |
1,920
-829
| -30% | -$189K | 0.11% | 152 |
|
|
2024
Q3 | $678K | Buy |
2,749
+77
| +3% | +$19K | 0.18% | 103 |
|
|
2024
Q2 | $605K | Sell |
2,672
-8
| -0.3% | -$1.81K | 0.16% | 109 |
|
|
2024
Q1 | $659K | Buy |
2,680
+51
| +2% | +$12.5K | 0.18% | 102 |
|
|
2023
Q4 | $646K | Sell |
2,629
-179
| -6% | -$44K | 0.21% | 96 |
|
|
2023
Q3 | $572K | Buy |
2,808
+450
| +19% | +$91.6K | 0.21% | 97 |
|
|
2023
Q2 | $482K | Sell |
2,358
-146
| -6% | -$29.9K | 0.18% | 117 |
|
|
2023
Q1 | $504K | Buy |
2,504
+101
| +4% | +$20.3K | 0.21% | 116 |
|
|
2022
Q4 | $498K | Buy |
2,403
+377
| +19% | +$78.1K | 0.25% | 96 |
|
|
2022
Q3 | $395K | Buy |
2,026
+262
| +15% | +$51.1K | 0.38% | 78 |
|
|
2022
Q2 | $376K | Buy |
1,764
+20
| +1% | +$4.26K | 0.34% | 86 |
|
|
2022
Q1 | $476K | Buy |
1,744
+34
| +2% | +$9.28K | 0.4% | 69 |
|
|
2021
Q4 | $431K | Buy |
+1,710
| New | +$431K | 0.38% | 76 |
|