LWMI
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Legacy Wealth Management (Idaho)’s Union Pacific UNP Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio UNP Stock Details UNP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$23K Sell
100
-15
-13% -$3.45K 0.01% 224
2025
Q1 		$27.2K Hold
115
– – 0.02% 204
2024
Q4 		$27.8K Buy
115
+15
+15% +$3.63K 0.02% 173
2024
Q3 		$24K Buy
+100
New +$24K 0.01% 193