GWM
GDS Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
2,556
-119
| -4% | -$27.4K | 0.04% | 111 |
|
|
2025
Q1 | $632K | Buy |
2,675
+461
| +21% | +$109K | 0.05% | 98 |
|
|
2024
Q4 | $505K | Buy |
2,214
+5
| +0.2% | +$1.14K | 0.05% | 113 |
|
|
2024
Q3 | $544K | Sell |
2,209
-162
| -7% | -$39.9K | 0.05% | 91 |
|
|
2024
Q2 | $536K | Sell |
2,371
-18
| -0.8% | -$4.07K | 0.06% | 81 |
|
|
2024
Q1 | $588K | Sell |
2,389
-375
| -14% | -$92.2K | 0.07% | 81 |
|
|
2023
Q4 | $679K | Sell |
2,764
-95
| -3% | -$23.3K | 0.09% | 67 |
|
|
2023
Q3 | $582K | Sell |
2,859
-254
| -8% | -$51.7K | 0.09% | 67 |
|
|
2023
Q2 | $637K | Sell |
3,113
-124
| -4% | -$25.4K | 0.1% | 71 |
|
|
2023
Q1 | $651K | Sell |
3,237
-1,842
| -36% | -$371K | 0.12% | 64 |
|
|
2022
Q4 | $1.05M | Sell |
5,079
-1,259
| -20% | -$261K | 0.2% | 55 |
|
|
2022
Q3 | $1.24M | Sell |
6,338
-203
| -3% | -$39.6K | 0.28% | 50 |
|
|
2022
Q2 | $1.4M | Sell |
6,541
-36
| -0.5% | -$7.68K | 0.31% | 51 |
|
|
2022
Q1 | $1.59M | Sell |
6,577
-74
| -1% | -$17.9K | 0.35% | 50 |
|
|
2021
Q4 | $1.68M | Buy |
+6,651
| New | +$1.68M | 0.37% | 50 |
|