Legacy Wealth Management (Mississippi)’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
6,871
-125
| -2% | -$28.8K | 0.48% | 38 |
|
|
2025
Q1 | $1.65M | Hold |
6,996
| – | – | 0.54% | 38 |
|
|
2024
Q4 | $1.6M | Sell |
6,996
-88
| -1% | -$20.1K | 0.63% | 37 |
|
|
2024
Q3 | $1.75M | Hold |
7,084
| – | – | 0.64% | 35 |
|
|
2024
Q2 | $1.6M | Hold |
7,084
| – | – | 0.68% | 37 |
|
|
2024
Q1 | $1.74M | Hold |
7,084
| – | – | 0.79% | 34 |
|
|
2023
Q4 | $1.74M | Hold |
7,084
| – | – | 0.84% | 34 |
|
|
2023
Q3 | $1.44M | Sell |
7,084
-77
| -1% | -$15.7K | 0.75% | 38 |
|
|
2023
Q2 | $1.47M | Sell |
7,161
-18
| -0.3% | -$3.68K | 0.73% | 39 |
|
|
2023
Q1 | $1.44M | Hold |
7,179
| – | – | 0.8% | 36 |
|
|
2022
Q4 | $1.49M | Hold |
7,179
| – | – | 0.88% | 33 |
|
|
2022
Q3 | $1.4M | Hold |
7,179
| – | – | 0.94% | 33 |
|
|
2022
Q2 | $1.53M | Hold |
7,179
| – | – | 0.93% | 35 |
|
|
2022
Q1 | $1.96M | Hold |
7,179
| – | – | 1.02% | 28 |
|
|
2021
Q4 | $1.81M | Hold |
7,179
| – | – | 0.93% | 32 |
|
|
2021
Q3 | $1.41M | Hold |
7,179
| – | – | 0.75% | 41 |
|
|
2021
Q2 | $1.58M | Buy |
7,179
+200
| +3% | +$44K | 0.88% | 35 |
|
|
2021
Q1 | $1.54M | Buy |
6,979
+500
| +8% | +$110K | 0.93% | 34 |
|
|
2020
Q4 | $1.35M | Sell |
6,479
-339
| -5% | -$70.6K | 0.85% | 38 |
|
|
2020
Q3 | $1.34M | Buy |
6,818
+47
| +0.7% | +$9.25K | 0.93% | 38 |
|
|
2020
Q2 | $1.14M | Buy |
6,771
+381
| +6% | +$64.4K | 0.87% | 39 |
|
|
2020
Q1 | $901K | Buy |
6,390
+3,297
| +107% | +$465K | 0.84% | 39 |
|
|
2019
Q4 | $559K | Buy |
+3,093
| New | +$559K | 0.49% | 63 |
|