EWM
Evermay Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
1,915
+130
| +7% | +$29.9K | 0.05% | 138 |
|
|
2025
Q1 | $422K | Sell |
1,785
-167
| -9% | -$39.5K | 0.06% | 133 |
|
|
2024
Q4 | $445K | Sell |
1,952
-117
| -6% | -$26.7K | 0.07% | 130 |
|
|
2024
Q3 | $510K | Buy |
2,069
+90
| +5% | +$22.2K | 0.08% | 123 |
|
|
2024
Q2 | $448K | Buy |
1,979
+127
| +7% | +$28.7K | 0.07% | 133 |
|
|
2024
Q1 | $455K | Buy |
1,852
+9
| +0.5% | +$2.21K | 0.07% | 134 |
|
|
2023
Q4 | $453K | Buy |
1,843
+30
| +2% | +$7.37K | 0.08% | 114 |
|
|
2023
Q3 | $369K | Buy |
1,813
+94
| +5% | +$19.1K | 0.08% | 116 |
|
|
2023
Q2 | $352K | Sell |
1,719
-32
| -2% | -$6.55K | 0.07% | 127 |
|
|
2023
Q1 | $352K | Buy |
1,751
+131
| +8% | +$26.4K | 0.07% | 120 |
|
|
2022
Q4 | $335K | Sell |
1,620
-730
| -31% | -$151K | 0.07% | 126 |
|
|
2022
Q3 | $458K | Buy |
2,350
+85
| +4% | +$16.6K | 0.09% | 96 |
|
|
2022
Q2 | $483K | Sell |
2,265
-805
| -26% | -$172K | 0.09% | 91 |
|
|
2022
Q1 | $839K | Buy |
3,070
+3
| +0.1% | +$820 | 0.14% | 73 |
|
|
2021
Q4 | $773K | Buy |
3,067
+10
| +0.3% | +$2.52K | 0.14% | 59 |
|
|
2021
Q3 | $599K | Sell |
3,057
-2,522
| -45% | -$494K | 0.12% | 71 |
|
|
2021
Q2 | $1.23M | Hold |
5,579
| – | – | 0.23% | 43 |
|
|
2021
Q1 | $1.23M | Buy |
5,579
+145
| +3% | +$32K | 0.25% | 41 |
|
|
2020
Q4 | $1.13M | Buy |
5,434
+1,004
| +23% | +$209K | 0.25% | 39 |
|
|
2020
Q3 | $872K | Hold |
4,430
| – | – | 0.21% | 46 |
|
|
2020
Q2 | $749K | Buy |
4,430
+2,250
| +103% | +$380K | 0.2% | 53 |
|
|
2020
Q1 | $307K | Hold |
2,180
| – | – | 0.09% | 99 |
|
|
2019
Q4 | $394K | Buy |
+2,180
| New | +$394K | 0.1% | 102 |
|
|
2018
Q1 | – | Sell |
-1,933
| Closed | -$259K | – | 150 |
|
|
2017
Q4 | $259K | Sell |
1,933
-50
| -3% | -$6.7K | 0.09% | 118 |
|
|
2017
Q3 | $230K | Hold |
1,983
| – | – | 0.1% | 94 |
|
|
2017
Q2 | $216K | Hold |
1,983
| – | – | 0.1% | 94 |
|
|
2017
Q1 | $210K | Buy |
+1,983
| New | +$210K | 0.09% | 97 |
|
|
2015
Q4 | – | Sell |
-2,473
| Closed | -$219K | – | 84 |
|
|
2015
Q3 | $219K | Buy |
2,473
+119
| +5% | +$10.5K | 0.13% | 75 |
|
|
2015
Q2 | $225K | Buy |
+2,354
| New | +$225K | 0.13% | 75 |
|