KWMG
King 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 | $1.48M | Hold |
6,447
| – | – | 0.2% | 50 |
|
|
2025
Q1 | $1.52M | Hold |
6,447
| – | – | 0.23% | 49 |
|
|
2024
Q4 | $1.47M | Hold |
6,447
| – | – | 0.21% | 49 |
|
|
2024
Q3 | $1.59M | Sell |
6,447
-193
| -3% | -$47.6K | 0.25% | 48 |
|
|
2024
Q2 | $1.5M | Hold |
6,640
| – | – | 0.25% | 47 |
|
|
2024
Q1 | $1.63M | Buy |
6,640
+11
| +0.2% | +$2.71K | 0.29% | 44 |
|
|
2023
Q4 | $1.63M | Hold |
6,629
| – | – | 0.31% | 43 |
|
|
2023
Q3 | $1.35M | Hold |
6,629
| – | – | 0.28% | 47 |
|
|
2023
Q2 | $1.36M | Hold |
6,629
| – | – | 0.27% | 45 |
|
|
2023
Q1 | $1.33M | Hold |
6,629
| – | – | 0.29% | 47 |
|
|
2022
Q4 | $1.37M | Hold |
6,629
| – | – | 0.33% | 44 |
|
|
2022
Q3 | $1.29M | Hold |
6,629
| – | – | 0.33% | 46 |
|
|
2022
Q2 | $1.41M | Hold |
6,629
| – | – | 0.34% | 45 |
|
|
2022
Q1 | $1.81M | Hold |
6,629
| – | – | 0.36% | 41 |
|
|
2021
Q4 | $1.67M | Hold |
6,629
| – | – | 0.31% | 44 |
|
|
2021
Q3 | $1.3M | Hold |
6,629
| – | – | 0.27% | 51 |
|
|
2021
Q2 | $1.46M | Hold |
6,629
| – | – | 0.3% | 51 |
|
|
2021
Q1 | $1.46M | Hold |
6,629
| – | – | 0.33% | 48 |
|
|
2020
Q4 | $1.38M | Hold |
6,629
| – | – | 0.32% | 51 |
|
|
2020
Q3 | $1.31M | Sell |
6,629
-39
| -0.6% | -$7.68K | 0.34% | 41 |
|
|
2020
Q2 | $1.13M | Hold |
6,668
| – | – | 0.33% | 47 |
|
|
2020
Q1 | $940K | Sell |
6,668
-44
| -0.7% | -$6.2K | 0.41% | 40 |
|
|
2019
Q4 | $1.21M | Hold |
6,712
| – | – | 0.32% | 46 |
|
|
2019
Q3 | $1.09M | Buy |
6,712
+1
| +0% | +$162 | 0.31% | 47 |
|
|
2019
Q2 | $1.14M | Hold |
6,711
| – | – | 0.34% | 47 |
|
|
2019
Q1 | $1.12M | Hold |
6,711
| – | – | 0.35% | 45 |
|
|
2018
Q4 | $928K | Hold |
6,711
| – | – | 0.34% | 48 |
|
|
2018
Q3 | $1.09M | Hold |
6,711
| – | – | 0.34% | 46 |
|
|
2018
Q2 | $951K | Buy |
6,711
+71
| +1% | +$10.1K | 0.33% | 45 |
|
|
2018
Q1 | $893K | Sell |
6,640
-10
| -0.2% | -$1.35K | 0.32% | 48 |
|
|
2017
Q4 | $892K | Buy |
6,650
+44
| +0.7% | +$5.9K | 0.32% | 48 |
|
|
2017
Q3 | $766K | Hold |
6,606
| – | – | 0.28% | 56 |
|
|
2017
Q2 | $719K | Hold |
6,606
| – | – | 0.29% | 56 |
|
|
2017
Q1 | $700K | Buy |
6,606
+1
| +0% | +$106 | 0.29% | 59 |
|
|
2016
Q4 | $685K | Buy |
6,605
+578
| +10% | +$59.9K | 0.31% | 50 |
|
|
2016
Q3 | $588K | Sell |
6,027
-9
| -0.1% | -$878 | 0.29% | 53 |
|
|
2016
Q2 | $526K | Buy |
6,036
+1
| +0% | +$87 | 0.28% | 53 |
|
|
2016
Q1 | $480K | Hold |
6,035
| – | – | 0.26% | 57 |
|
|
2015
Q4 | $472K | Hold |
6,035
| – | – | 0.26% | 62 |
|
|
2015
Q3 | $534K | Sell |
6,035
-44,193
| -88% | -$3.91M | 0.33% | 55 |
|
|
2015
Q2 | $4.79M | Sell |
50,228
-581
| -1% | -$55.4K | 2.62% | 9 |
|
|
2015
Q1 | $5.5M | Sell |
50,809
-1,279
| -2% | -$139K | 3.18% | 9 |
|
|
2014
Q4 | $6.21M | Buy |
52,088
+1,964
| +4% | +$234K | 3.3% | 8 |
|
|
2014
Q3 | $5.43M | Buy |
50,124
+15,369
| +44% | +$1.67M | 3.41% | 8 |
|
|
2014
Q2 | $3.46M | Buy |
34,755
+17,917
| +106% | +$1.79M | 2.13% | 11 |
|
|
2014
Q1 | $3.16M | Sell |
16,838
-5,803
| -26% | -$1.09M | 2.18% | 13 |
|
|
2013
Q4 | $3.8M | Buy |
22,641
+88
| +0.4% | +$14.8K | 2.17% | 12 |
|
|
2013
Q3 | $3.5M | Buy |
22,553
+321
| +1% | +$49.9K | 2.28% | 13 |
|
|
2013
Q2 | $3.43M | Buy |
+22,232
| New | +$3.43M | 2.37% | 12 |
|