LWAM
Legacy Wealth Asset Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
2,835
+6
| +0.2% | +$1.38K | 0.17% | 192 |
|
|
2025
Q1 | $668K | Sell |
2,829
-17
| -0.6% | -$4.02K | 0.18% | 173 |
|
|
2024
Q4 | $649K | Buy |
2,846
+2
| +0.1% | +$456 | 0.18% | 178 |
|
|
2024
Q3 | $701K | Buy |
2,844
+1
| +0% | +$246 | 0.19% | 169 |
|
|
2024
Q2 | $643K | Buy |
2,843
+4
| +0.1% | +$905 | 0.18% | 172 |
|
|
2024
Q1 | $698K | Buy |
2,839
+4
| +0.1% | +$984 | 0.19% | 155 |
|
|
2023
Q4 | $696K | Sell |
2,835
-23
| -0.8% | -$5.65K | 0.23% | 139 |
|
|
2023
Q3 | $582K | Sell |
2,858
-23
| -0.8% | -$4.68K | 0.21% | 161 |
|
|
2023
Q2 | $590K | Buy |
2,881
+3
| +0.1% | +$614 | 0.21% | 165 |
|
|
2023
Q1 | $579K | Buy |
2,878
+3
| +0.1% | +$604 | 0.21% | 163 |
|
|
2022
Q4 | $595K | Buy |
2,875
+37
| +1% | +$7.66K | 0.23% | 153 |
|
|
2022
Q3 | $553K | Sell |
2,838
-1,401
| -33% | -$273K | 0.24% | 147 |
|
|
2022
Q2 | $904K | Buy |
4,239
+31
| +0.7% | +$6.61K | 0.37% | 96 |
|
|
2022
Q1 | $1.15M | Buy |
4,208
+79
| +2% | +$21.6K | 0.41% | 70 |
|
|
2021
Q4 | $1.04M | Buy |
4,129
+85
| +2% | +$21.4K | 0.35% | 95 |
|
|
2021
Q3 | $793K | Buy |
4,044
+37
| +0.9% | +$7.26K | 0.36% | 109 |
|
|
2021
Q2 | $881K | Buy |
4,007
+61
| +2% | +$13.4K | 0.39% | 90 |
|
|
2021
Q1 | $870K | Buy |
3,946
+43
| +1% | +$9.48K | 0.4% | 81 |
|
|
2020
Q4 | $813K | Buy |
+3,903
| New | +$813K | 0.41% | 81 |
|