JWM
JPL Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
10,049
+99
| +1% | +$22.8K | 0.62% | 68 |
|
|
2025
Q1 | $2.35M | Buy |
9,950
+68
| +0.7% | +$16.1K | 0.67% | 67 |
|
|
2024
Q4 | $2.25M | Buy |
+9,882
| New | +$2.25M | 0.65% | 66 |
|
|
2024
Q2 | $1.59M | Buy |
7,039
+216
| +3% | +$48.9K | 0.78% | 63 |
|
|
2024
Q1 | $1.68M | Buy |
6,823
+976
| +17% | +$240K | 0.93% | 54 |
|
|
2023
Q4 | $1.44M | Buy |
+5,847
| New | +$1.44M | 1.03% | 48 |
|