IWS
Insight Wealth Strategies’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
10,308
+314
| +3% | +$74K | 0.31% | 86 |
|
|
2025
Q1 | $2.36M | Buy |
9,994
+112
| +1% | +$26.5K | 0.32% | 87 |
|
|
2024
Q4 | $2.25M | Buy |
9,882
+710
| +8% | +$162K | 0.3% | 89 |
|
|
2024
Q3 | $2.26M | Buy |
9,172
+248
| +3% | +$61.1K | 0.3% | 89 |
|
|
2024
Q2 | $2.02M | Buy |
8,924
+362
| +4% | +$81.9K | 0.29% | 88 |
|
|
2024
Q1 | $2.11M | Sell |
8,562
-79
| -0.9% | -$19.4K | 0.31% | 82 |
|
|
2023
Q4 | $2.12M | Buy |
8,641
+271
| +3% | +$66.6K | 0.34% | 58 |
|
|
2023
Q3 | $1.7M | Buy |
8,370
+835
| +11% | +$170K | 0.33% | 62 |
|
|
2023
Q2 | $1.54M | Buy |
7,535
+86
| +1% | +$17.6K | 0.3% | 65 |
|
|
2023
Q1 | $1.5M | Buy |
7,449
+503
| +7% | +$101K | 0.29% | 62 |
|
|
2022
Q4 | $1.44M | Buy |
6,946
+262
| +4% | +$54.3K | 0.28% | 65 |
|
|
2022
Q3 | $1.43M | Hold |
6,684
| – | – | 0.26% | 65 |
|
|
2022
Q2 | $1.43M | Sell |
6,684
-146
| -2% | -$31.1K | 0.26% | 65 |
|
|
2022
Q1 | $1.87M | Buy |
6,830
+827
| +14% | +$226K | 0.28% | 51 |
|
|
2021
Q4 | $1.51M | Buy |
6,003
+819
| +16% | +$206K | 0.22% | 71 |
|
|
2021
Q3 | $1.02M | Buy |
5,184
+360
| +7% | +$70.6K | 0.14% | 99 |
|
|
2021
Q2 | $1.06M | Sell |
4,824
-214
| -4% | -$47.1K | 0.15% | 93 |
|
|
2021
Q1 | $1.11M | Buy |
5,038
+2,965
| +143% | +$654K | 0.15% | 94 |
|
|
2020
Q4 | $432K | Buy |
2,073
+175
| +9% | +$36.5K | 0.07% | 122 |
|
|
2020
Q3 | $374K | Buy |
1,898
+256
| +16% | +$50.4K | 0.07% | 123 |
|
|
2020
Q2 | $278K | Sell |
1,642
-82
| -5% | -$13.9K | 0.06% | 137 |
|
|
2020
Q1 | $243K | Sell |
1,724
-3,808
| -69% | -$537K | 0.06% | 130 |
|
|
2019
Q4 | $1M | Buy |
5,532
+10
| +0.2% | +$1.81K | 0.21% | 81 |
|
|
2019
Q3 | $894K | Buy |
5,522
+67
| +1% | +$10.8K | 0.21% | 75 |
|
|
2019
Q2 | $922K | Sell |
5,455
-6,405
| -54% | -$1.08M | 0.23% | 69 |
|
|
2019
Q1 | $1.98M | Buy |
11,860
+471
| +4% | +$78.8K | 0.55% | 34 |
|
|
2018
Q4 | $1.57M | Buy |
+11,389
| New | +$1.57M | 0.48% | 33 |
|