LWA
Lineweaver Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
+2,668
| New | +$614K | 0.1% | 115 |
|
|
2022
Q4 | – | Sell |
-3,300
| Closed | -$645K | – | 134 |
|
|
2022
Q3 | $645K | Buy |
3,300
+488
| +17% | +$95.4K | 0.21% | 79 |
|
|
2022
Q2 | $599K | Buy |
2,812
+359
| +15% | +$76.5K | 0.2% | 78 |
|
|
2022
Q1 | $670K | Buy |
2,453
+848
| +53% | +$232K | 0.19% | 78 |
|
|
2021
Q4 | $404K | Buy |
1,605
+163
| +11% | +$41K | 0.12% | 99 |
|
|
2021
Q3 | $282K | Buy |
1,442
+315
| +28% | +$61.6K | 0.09% | 114 |
|
|
2021
Q2 | $247K | Buy |
1,127
+59
| +6% | +$12.9K | 0.08% | 109 |
|
|
2021
Q1 | $235K | Buy |
+1,068
| New | +$235K | 0.08% | 102 |
|