IFWM
Institute for Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
4,975
-13
| -0.3% | -$2.99K | 0.13% | 168 |
|
|
2025
Q1 | $1.18M | Sell |
4,988
-2
| -0% | -$473 | 0.15% | 153 |
|
|
2024
Q4 | $1.14M | Sell |
4,990
-78
| -2% | -$17.8K | 0.14% | 149 |
|
|
2024
Q3 | $1.25M | Sell |
5,068
-81
| -2% | -$20K | 0.16% | 146 |
|
|
2024
Q2 | $1.16M | Sell |
5,149
-26
| -0.5% | -$5.88K | 0.16% | 145 |
|
|
2024
Q1 | $1.27M | Buy |
5,175
+11
| +0.2% | +$2.71K | 0.16% | 135 |
|
|
2023
Q4 | $1.27M | Sell |
5,164
-35
| -0.7% | -$8.6K | 0.21% | 124 |
|
|
2023
Q3 | $1.06M | Sell |
5,199
-37
| -0.7% | -$7.53K | 0.19% | 125 |
|
|
2023
Q2 | $1.07M | Sell |
5,236
-147
| -3% | -$30.1K | 0.18% | 127 |
|
|
2023
Q1 | $1.08M | Sell |
5,383
-191
| -3% | -$38.4K | 0.21% | 120 |
|
|
2022
Q4 | $1.15M | Sell |
5,574
-573
| -9% | -$119K | 0.24% | 109 |
|
|
2022
Q3 | $1.2M | Sell |
6,147
-1
| -0% | -$195 | 0.27% | 101 |
|
|
2022
Q2 | $1.31M | Sell |
6,148
-36
| -0.6% | -$7.68K | 0.26% | 99 |
|
|
2022
Q1 | $1.69M | Sell |
6,184
-50
| -0.8% | -$13.7K | 0.27% | 88 |
|
|
2021
Q4 | $1.57M | Sell |
6,234
-105
| -2% | -$26.5K | 0.26% | 101 |
|
|
2021
Q3 | $1.24M | Buy |
6,339
+638
| +11% | +$125K | 0.22% | 117 |
|
|
2021
Q2 | $1.25M | Buy |
5,701
+77
| +1% | +$16.9K | 0.22% | 111 |
|
|
2021
Q1 | $1.24M | Buy |
5,624
+853
| +18% | +$188K | 0.24% | 109 |
|
|
2020
Q4 | $993K | Buy |
4,771
+475
| +11% | +$98.9K | 0.2% | 129 |
|
|
2020
Q3 | $846K | Sell |
4,296
-192
| -4% | -$37.8K | 0.19% | 132 |
|
|
2020
Q2 | $759K | Buy |
4,488
+526
| +13% | +$89K | 0.19% | 146 |
|
|
2020
Q1 | $559K | Sell |
3,962
-80
| -2% | -$11.3K | 0.17% | 161 |
|
|
2019
Q4 | $731K | Buy |
4,042
+544
| +16% | +$98.4K | 0.17% | 181 |
|
|
2019
Q3 | $567K | Sell |
3,498
-3,002
| -46% | -$487K | 0.14% | 212 |
|
|
2019
Q2 | $1.1M | Buy |
6,500
+776
| +14% | +$131K | 0.24% | 120 |
|
|
2019
Q1 | $960K | Buy |
+5,724
| New | +$960K | 0.21% | 131 |
|
|
2018
Q1 | – | Sell |
-3,105
| Closed | -$415K | – | 389 |
|
|
2017
Q4 | $415K | Buy |
+3,105
| New | +$415K | 0.1% | 255 |
|
|
2017
Q3 | – | Sell |
-6,302
| Closed | -$689K | – | 387 |
|
|
2017
Q2 | $689K | Buy |
+6,302
| New | +$689K | 0.19% | 175 |
|
|
2013
Q3 | – | Sell |
-780
| Closed | -$120K | – | 116 |
|
|
2013
Q2 | $120K | Buy |
+780
| New | +$120K | 0.1% | 39 |
|