GWMR
GC Wealth Management RIA’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
13,156
+11,066
| +529% | +$2.55M | 0.25% | 88 |
|
|
2025
Q1 | $494K | Buy |
2,090
+119
| +6% | +$28.1K | 0.09% | 179 |
|
|
2024
Q4 | $449K | Buy |
1,971
+216
| +12% | +$49.3K | 0.08% | 190 |
|
|
2024
Q3 | $433K | Sell |
1,755
-303
| -15% | -$74.7K | 0.08% | 209 |
|
|
2024
Q2 | $466K | Sell |
2,058
-128
| -6% | -$29K | 0.09% | 180 |
|
|
2024
Q1 | $538K | Buy |
2,186
+604
| +38% | +$149K | 0.11% | 161 |
|
|
2023
Q4 | $389K | Buy |
+1,582
| New | +$389K | 0.18% | 132 |
|