Global Wealth Management Investment Advisory’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-890
| Closed | -$203K | – | 151 |
|
|
2024
Q4 | $203K | Hold |
890
| – | – | 0.04% | 135 |
|
|
2024
Q3 | $219K | Hold |
890
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $201K | Buy |
+890
| New | +$201K | 0.05% | 129 |
|
|
2024
Q1 | – | Sell |
-760
| Closed | -$187K | – | 417 |
|
|
2023
Q4 | $187K | Hold |
760
| – | – | 0.05% | 131 |
|
|
2023
Q3 | $155K | Hold |
760
| – | – | 0.04% | 138 |
|
|
2023
Q2 | $156K | Buy |
+760
| New | +$156K | 0.04% | 139 |
|
|
2022
Q3 | – | Sell |
-76
| Closed | -$16K | – | 453 |
|
|
2022
Q2 | $16K | Buy |
76
+16
| +27% | +$3.37K | 0.01% | 251 |
|
|
2022
Q1 | $16K | Hold |
60
| – | – | ﹤0.01% | 278 |
|
|
2021
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 280 |
|
|
2021
Q3 | $12K | Hold |
60
| – | – | ﹤0.01% | 301 |
|
|
2021
Q2 | $13K | Hold |
60
| – | – | ﹤0.01% | 279 |
|
|
2021
Q1 | $13K | Sell |
60
-21
| -26% | -$4.55K | ﹤0.01% | 289 |
|
|
2020
Q4 | $17K | Sell |
81
-3
| -4% | -$630 | 0.01% | 247 |
|
|
2020
Q3 | $17K | Hold |
84
| – | – | 0.01% | 239 |
|
|
2020
Q2 | $14K | Hold |
84
| – | – | 0.01% | 316 |
|
|
2020
Q1 | $12K | Buy |
84
+24
| +40% | +$3.43K | 0.01% | 315 |
|
|
2019
Q4 | $11K | Sell |
60
-22
| -27% | -$4.03K | ﹤0.01% | 349 |
|
|
2019
Q3 | $13K | Hold |
82
| – | – | 0.01% | 297 |
|
|
2019
Q2 | $14K | Hold |
82
| – | – | 0.01% | 327 |
|
|
2019
Q1 | $14K | Buy |
82
+5
| +6% | +$854 | 0.01% | 341 |
|
|
2018
Q4 | $11K | Buy |
+77
| New | +$11K | 0.01% | 375 |
|