EWM
Empirical Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
10,356
+849
| +9% | +$195K | 0.05% | 208 |
|
|
2025
Q1 | $2.25M | Buy |
9,507
+5,360
| +129% | +$1.27M | 0.06% | 198 |
|
|
2024
Q4 | $946K | Buy |
4,147
+425
| +11% | +$96.9K | 0.03% | 284 |
|
|
2024
Q3 | $917K | Sell |
3,722
-2,214
| -37% | -$546K | 0.03% | 277 |
|
|
2024
Q2 | $1.34M | Sell |
5,936
-905
| -13% | -$205K | 0.04% | 225 |
|
|
2024
Q1 | $1.68M | Sell |
6,841
-575
| -8% | -$141K | 0.05% | 199 |
|
|
2023
Q4 | $1.82M | Buy |
7,416
+1,104
| +17% | +$271K | 0.06% | 175 |
|
|
2023
Q3 | $1.29M | Buy |
6,312
+1,561
| +33% | +$318K | 0.05% | 201 |
|
|
2023
Q2 | $972K | Buy |
4,751
+2,796
| +143% | +$572K | 0.04% | 228 |
|
|
2023
Q1 | $393K | Buy |
1,955
+7
| +0.4% | +$1.41K | 0.02% | 356 |
|
|
2022
Q4 | $403K | Sell |
1,948
-197
| -9% | -$40.8K | 0.02% | 341 |
|
|
2022
Q3 | $418K | Buy |
2,145
+370
| +21% | +$72.1K | 0.02% | 328 |
|
|
2022
Q2 | $379K | Sell |
1,775
-803
| -31% | -$171K | 0.02% | 340 |
|
|
2022
Q1 | $704K | Sell |
2,578
-106
| -4% | -$28.9K | 0.04% | 268 |
|
|
2021
Q4 | $676K | Buy |
2,684
+172
| +7% | +$43.3K | 0.03% | 283 |
|
|
2021
Q3 | $492K | Sell |
2,512
-321
| -11% | -$62.9K | 0.03% | 301 |
|
|
2021
Q2 | $623K | Sell |
2,833
-65
| -2% | -$14.3K | 0.04% | 259 |
|
|
2021
Q1 | $639K | Buy |
2,898
+213
| +8% | +$47K | 0.05% | 213 |
|
|
2020
Q4 | $559K | Sell |
2,685
-224
| -8% | -$46.6K | 0.04% | 232 |
|
|
2020
Q3 | $573K | Buy |
2,909
+73
| +3% | +$14.4K | 0.05% | 192 |
|
|
2020
Q2 | $479K | Sell |
2,836
-134
| -5% | -$22.6K | 0.04% | 215 |
|
|
2020
Q1 | $419K | Sell |
2,970
-568
| -16% | -$80.1K | 0.05% | 204 |
|
|
2019
Q4 | $640K | Buy |
3,538
+895
| +34% | +$162K | 0.07% | 161 |
|
|
2019
Q3 | $428K | Sell |
2,643
-232
| -8% | -$37.6K | 0.05% | 187 |
|
|
2019
Q2 | $486K | Buy |
2,875
+548
| +24% | +$92.6K | 0.06% | 155 |
|
|
2019
Q1 | $389K | Sell |
2,327
-944
| -29% | -$158K | 0.06% | 161 |
|
|
2018
Q4 | $452K | Buy |
3,271
+42
| +1% | +$5.8K | 0.08% | 128 |
|
|
2018
Q3 | $526K | Sell |
3,229
-245
| -7% | -$39.9K | 0.09% | 115 |
|
|
2018
Q2 | $492K | Buy |
+3,474
| New | +$492K | 0.09% | 110 |
|