EWS
Evergreen Wealth Solutions’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
1,856
-25
| -1% | -$5.75K | 0.26% | 69 |
|
|
2025
Q1 | $444K | Sell |
1,881
-116
| -6% | -$27.4K | 0.3% | 58 |
|
|
2024
Q4 | $456K | Buy |
1,997
+97
| +5% | +$22.1K | 0.32% | 59 |
|
|
2024
Q3 | $468K | Sell |
1,900
-291
| -13% | -$71.7K | 0.32% | 62 |
|
|
2024
Q2 | $496K | Sell |
2,191
-75
| -3% | -$17K | 0.35% | 62 |
|
|
2024
Q1 | $557K | Sell |
2,266
-206
| -8% | -$50.7K | 0.41% | 56 |
|
|
2023
Q4 | $607K | Buy |
2,472
+19
| +0.8% | +$4.67K | 0.52% | 45 |
|
|
2023
Q3 | $499K | Sell |
2,453
-49
| -2% | -$9.98K | 0.5% | 58 |
|
|
2023
Q2 | $512K | Buy |
2,502
+448
| +22% | +$91.7K | 0.52% | 62 |
|
|
2023
Q1 | $413K | Sell |
2,054
-14
| -0.7% | -$2.82K | 0.48% | 66 |
|
|
2022
Q4 | $428K | Buy |
2,068
+117
| +6% | +$24.2K | 0.56% | 59 |
|
|
2022
Q3 | $380K | Buy |
1,951
+476
| +32% | +$92.7K | 0.54% | 61 |
|
|
2022
Q2 | $315K | Buy |
1,475
+148
| +11% | +$31.6K | 0.39% | 82 |
|
|
2022
Q1 | $363K | Sell |
1,327
-53
| -4% | -$14.5K | 0.35% | 69 |
|
|
2021
Q4 | $348K | Buy |
+1,380
| New | +$348K | 0.32% | 69 |
|