LWM
Lakeridge Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
1,640
-63
| -4% | -$14.5K | 0.17% | 102 |
|
|
2025
Q1 | $402K | Sell |
1,703
-1,283
| -43% | -$303K | 0.2% | 97 |
|
|
2024
Q4 | $681K | Buy |
2,986
+7
| +0.2% | +$1.6K | 0.35% | 52 |
|
|
2024
Q3 | $734K | Sell |
2,979
-20
| -0.7% | -$4.93K | 0.4% | 44 |
|
|
2024
Q2 | $679K | Buy |
2,999
+3
| +0.1% | +$679 | 0.41% | 46 |
|
|
2024
Q1 | $737K | Buy |
2,996
+1
| +0% | +$246 | 0.48% | 42 |
|
|
2023
Q4 | $736K | Buy |
+2,995
| New | +$736K | 0.53% | 37 |
|