GWM
GSB Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
1,714
-43
| -2% | -$9.9K | 0.1% | 159 |
|
|
2025
Q1 | $415K | Buy |
1,757
+28
| +2% | +$6.61K | 0.11% | 146 |
|
|
2024
Q4 | $394K | Buy |
1,729
+11
| +0.6% | +$2.51K | 0.1% | 155 |
|
|
2024
Q3 | $423K | Sell |
1,718
-3
| -0.2% | -$739 | 0.11% | 151 |
|
|
2024
Q2 | $390K | Hold |
1,721
| – | – | 0.11% | 156 |
|
|
2024
Q1 | $423K | Hold |
1,721
| – | – | 0.12% | 153 |
|
|
2023
Q4 | $423K | Buy |
1,721
+1
| +0.1% | +$246 | 0.13% | 144 |
|
|
2023
Q3 | $350K | Buy |
1,720
+3
| +0.2% | +$611 | 0.12% | 148 |
|
|
2023
Q2 | $351K | Buy |
1,717
+554
| +48% | +$113K | 0.11% | 154 |
|
|
2023
Q1 | $234K | Buy |
1,163
+1
| +0.1% | +$201 | 0.08% | 192 |
|
|
2022
Q4 | $241K | Buy |
1,162
+1
| +0.1% | +$207 | 0.09% | 177 |
|
|
2022
Q3 | $226K | Buy |
1,161
+5
| +0.4% | +$973 | 0.08% | 187 |
|
|
2022
Q2 | $247K | Buy |
1,156
+11
| +1% | +$2.35K | 0.08% | 189 |
|
|
2022
Q1 | $313K | Buy |
1,145
+1
| +0.1% | +$273 | 0.09% | 183 |
|
|
2021
Q4 | $288K | Buy |
+1,144
| New | +$288K | 0.08% | 192 |
|
|
2021
Q3 | – | Sell |
-1,023
| Closed | -$225K | – | 214 |
|
|
2021
Q2 | $225K | Sell |
1,023
-115
| -10% | -$25.3K | 0.07% | 206 |
|
|
2021
Q1 | $251K | Buy |
+1,138
| New | +$251K | 0.08% | 186 |
|