HWM
Hohimer Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Hold |
1,691
| – | – | 0.07% | 171 |
|
|
2025
Q1 | $399K | Buy |
1,691
+186
| +12% | +$43.9K | 0.08% | 176 |
|
|
2024
Q4 | $343K | Hold |
1,505
| – | – | 0.06% | 166 |
|
|
2024
Q3 | $371K | Buy |
1,505
+164
| +12% | +$40.4K | 0.08% | 152 |
|
|
2024
Q2 | $303K | Hold |
1,341
| – | – | 0.07% | 186 |
|
|
2024
Q1 | $330K | Buy |
1,341
+490
| +58% | +$121K | 0.08% | 189 |
|
|
2023
Q4 | $209K | Sell |
851
-490
| -37% | -$120K | 0.05% | 184 |
|
|
2023
Q3 | $273K | Hold |
1,341
| – | – | 0.08% | 170 |
|
|
2023
Q2 | $274K | Hold |
1,341
| – | – | 0.08% | 168 |
|
|
2023
Q1 | $270K | Buy |
1,341
+126
| +10% | +$25.4K | 0.08% | 164 |
|
|
2022
Q4 | $252K | Hold |
1,215
| – | – | 0.08% | 142 |
|
|
2022
Q3 | $237K | Hold |
1,215
| – | – | 0.08% | 158 |
|
|
2022
Q2 | $259K | Hold |
1,215
| – | – | 0.08% | 164 |
|
|
2022
Q1 | $332K | Hold |
1,215
| – | – | 0.07% | 164 |
|
|
2021
Q4 | $306K | Buy |
+1,215
| New | +$306K | 0.06% | 164 |
|
|
2021
Q3 | – | Sell |
-1,015
| Closed | -$223K | – | 198 |
|
|
2021
Q2 | $223K | Hold |
1,015
| – | – | 0.05% | 169 |
|
|
2021
Q1 | $224K | Hold |
1,015
| – | – | 0.05% | 163 |
|
|
2020
Q4 | $211K | Hold |
1,015
| – | – | 0.06% | 172 |
|
|
2020
Q3 | $209K | Buy |
+1,015
| New | +$209K | 0.06% | 169 |
|