KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
2,282
| – | – | 0.42% | 43 |
|
|
2025
Q1 | $539K | Buy |
2,282
+1
| +0% | +$236 | 0.47% | 38 |
|
|
2024
Q4 | $520K | Hold |
2,281
| – | – | 0.38% | 39 |
|
|
2024
Q3 | $562K | Hold |
2,281
| – | – | 0.47% | 35 |
|
|
2024
Q2 | $516K | Sell |
2,281
-52
| -2% | -$11.8K | 0.48% | 34 |
|
|
2024
Q1 | $574K | Buy |
2,333
+1
| +0% | +$246 | 0.56% | 31 |
|
|
2023
Q4 | $573K | Hold |
2,332
| – | – | 0.57% | 30 |
|
|
2023
Q3 | $475K | Sell |
2,332
-103
| -4% | -$21K | 0.49% | 34 |
|
|
2023
Q2 | $498K | Hold |
2,435
| – | – | 0.49% | 36 |
|
|
2023
Q1 | $490K | Buy |
2,435
+810
| +50% | +$163K | 0.5% | 35 |
|
|
2022
Q4 | $336K | Hold |
1,625
| – | – | 0.39% | 43 |
|
|
2022
Q3 | $316K | Buy |
1,625
+1
| +0.1% | +$194 | 0.48% | 39 |
|
|
2022
Q2 | $346K | Buy |
+1,624
| New | +$346K | 0.52% | 36 |
|