EWM
Evercore Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
20,920
-955
| -4% | -$220K | 0.07% | 101 |
|
|
2025
Q1 | $5.17M | Sell |
21,875
-5,198
| -19% | -$1.23M | 0.08% | 93 |
|
|
2024
Q4 | $6.17M | Sell |
27,073
-780
| -3% | -$178K | 0.09% | 90 |
|
|
2024
Q3 | $6.87M | Sell |
27,853
-20
| -0.1% | -$4.93K | 0.1% | 85 |
|
|
2024
Q2 | $6.31M | Sell |
27,873
-801
| -3% | -$181K | 0.1% | 87 |
|
|
2024
Q1 | $7.05M | Sell |
28,674
-240
| -0.8% | -$59K | 0.11% | 82 |
|
|
2023
Q4 | $7.1M | Sell |
28,914
-1,262
| -4% | -$310K | 0.12% | 79 |
|
|
2023
Q3 | $6.14M | Sell |
30,176
-2,261
| -7% | -$460K | 0.12% | 81 |
|
|
2023
Q2 | $6.64M | Buy |
32,437
+2,089
| +7% | +$427K | 0.12% | 79 |
|
|
2023
Q1 | $6.11M | Sell |
30,348
-3,710
| -11% | -$747K | 0.12% | 80 |
|
|
2022
Q4 | $7.05M | Sell |
34,058
-1,587
| -4% | -$329K | 0.15% | 75 |
|
|
2022
Q3 | $6.94M | Sell |
35,645
-27
| -0.1% | -$5.26K | 0.16% | 71 |
|
|
2022
Q2 | $7.61M | Sell |
35,672
-2,693
| -7% | -$574K | 0.16% | 68 |
|
|
2022
Q1 | $10.5M | Sell |
38,365
-388
| -1% | -$106K | 0.19% | 62 |
|
|
2021
Q4 | $9.76M | Sell |
38,753
-937
| -2% | -$236K | 0.16% | 70 |
|
|
2021
Q3 | $7.78M | Sell |
39,690
-2,052
| -5% | -$402K | 0.14% | 79 |
|
|
2021
Q2 | $9.18M | Sell |
41,742
-2,123
| -5% | -$467K | 0.17% | 70 |
|
|
2021
Q1 | $9.67M | Sell |
43,865
-2,818
| -6% | -$621K | 0.19% | 68 |
|
|
2020
Q4 | $9.72M | Sell |
46,683
-585
| -1% | -$122K | 0.21% | 63 |
|
|
2020
Q3 | $9.31M | Sell |
47,268
-6,566
| -12% | -$1.29M | 0.23% | 60 |
|
|
2020
Q2 | $9.1M | Sell |
53,834
-2,071
| -4% | -$350K | 0.24% | 62 |
|
|
2020
Q1 | $7.88M | Sell |
55,905
-673
| -1% | -$94.9K | 0.26% | 61 |
|
|
2019
Q4 | $10.2M | Sell |
56,578
-2,147
| -4% | -$388K | 0.28% | 61 |
|
|
2019
Q3 | $9.51M | Sell |
58,725
-354
| -0.6% | -$57.3K | 0.28% | 62 |
|
|
2019
Q2 | $9.99M | Sell |
59,079
-160
| -0.3% | -$27.1K | 0.3% | 59 |
|
|
2019
Q1 | $9.91M | Buy |
59,239
+332
| +0.6% | +$55.5K | 0.32% | 60 |
|
|
2018
Q4 | $8.14M | Sell |
58,907
-2,116
| -3% | -$293K | 0.31% | 64 |
|
|
2018
Q3 | $9.94M | Sell |
61,023
-2,931
| -5% | -$477K | 0.32% | 62 |
|
|
2018
Q2 | $9.06M | Buy |
63,954
+1,838
| +3% | +$260K | 0.31% | 63 |
|
|
2018
Q1 | $8.35M | Sell |
62,116
-1,746
| -3% | -$235K | 0.32% | 61 |
|
|
2017
Q4 | $8.56M | Sell |
63,862
-3,358
| -5% | -$450K | 0.32% | 62 |
|
|
2017
Q3 | $7.8M | Sell |
67,220
-1,386
| -2% | -$161K | 0.3% | 64 |
|
|
2017
Q2 | $7.47M | Sell |
68,606
-2,435
| -3% | -$265K | 0.29% | 68 |
|
|
2017
Q1 | $7.52M | Sell |
71,041
-8,518
| -11% | -$902K | 0.29% | 68 |
|
|
2016
Q4 | $8.25M | Buy |
79,559
+42
| +0.1% | +$4.36K | 0.34% | 63 |
|
|
2016
Q3 | $7.76M | Sell |
79,517
-775
| -1% | -$75.6K | 0.32% | 66 |
|
|
2016
Q2 | $7.01M | Sell |
80,292
-3,794
| -5% | -$331K | 0.31% | 66 |
|
|
2016
Q1 | $6.69M | Sell |
84,086
-67,069
| -44% | -$5.34M | 0.3% | 66 |
|
|
2015
Q4 | $11.8M | Sell |
151,155
-177,957
| -54% | -$13.9M | 0.55% | 53 |
|
|
2015
Q3 | $29.1M | Buy |
329,112
+13,424
| +4% | +$1.19M | 1.39% | 21 |
|
|
2015
Q2 | $30.1M | Buy |
315,688
+23,000
| +8% | +$2.19M | 1.36% | 26 |
|
|
2015
Q1 | $31.7M | Buy |
292,688
+21,246
| +8% | +$2.3M | 1.45% | 18 |
|
|
2014
Q4 | $32.4M | Buy |
271,442
+15,031
| +6% | +$1.79M | 1.61% | 16 |
|
|
2014
Q3 | $27.8M | Buy |
256,411
+6,790
| +3% | +$737K | 1.39% | 22 |
|
|
2014
Q2 | $24.9M | Buy |
249,621
+128,813
| +107% | +$12.9M | 1.29% | 25 |
|
|
2014
Q1 | $22.7M | Sell |
120,808
-6,181
| -5% | -$1.16M | 1.27% | 24 |
|
|
2013
Q4 | $21.3M | Buy |
126,989
+2,857
| +2% | +$480K | 1.17% | 26 |
|
|
2013
Q3 | $19.3M | Sell |
124,132
-7,282
| -6% | -$1.13M | 1.11% | 23 |
|
|
2013
Q2 | $20.3M | Buy |
+131,414
| New | +$20.3M | 1.15% | 19 |
|