KWM
Kolinsky Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $668K | Buy |
2,930
+64
| +2% | +$14.6K | 0.41% | 46 |
|
|
2024
Q3 | $706K | Buy |
2,866
+81
| +3% | +$20K | 0.46% | 40 |
|
|
2024
Q2 | $630K | Buy |
2,785
+91
| +3% | +$20.6K | 0.45% | 47 |
|
|
2024
Q1 | $663K | Sell |
2,694
-121
| -4% | -$29.8K | 0.51% | 40 |
|
|
2023
Q4 | $691K | Buy |
2,815
+215
| +8% | +$52.8K | 0.61% | 27 |
|
|
2023
Q3 | $529K | Sell |
2,600
-17
| -0.6% | -$3.46K | 0.53% | 39 |
|
|
2023
Q2 | $536K | Buy |
2,617
+17
| +0.7% | +$3.48K | 0.51% | 36 |
|
|
2023
Q1 | $523K | Sell |
2,600
-535
| -17% | -$108K | 0.56% | 34 |
|
|
2022
Q4 | $649K | Buy |
3,135
+54
| +2% | +$11.2K | 0.74% | 21 |
|
|
2022
Q3 | $600K | Buy |
3,081
+24
| +0.8% | +$4.67K | 0.75% | 19 |
|
|
2022
Q2 | $652K | Sell |
3,057
-30
| -1% | -$6.4K | 0.77% | 22 |
|
|
2022
Q1 | $843K | Buy |
3,087
+386
| +14% | +$105K | 0.83% | 20 |
|
|
2021
Q4 | $680K | Buy |
+2,701
| New | +$680K | 0.63% | 24 |
|