LWM
LJI Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
1,968
-168
| -8% | -$38.7K | 0.08% | 103 |
|
|
2025
Q1 | $505K | Hold |
2,136
| – | – | 0.1% | 85 |
|
|
2024
Q4 | $487K | Sell |
2,136
-68
| -3% | -$15.5K | 0.1% | 88 |
|
|
2024
Q3 | $543K | Buy |
2,204
+68
| +3% | +$16.8K | 0.11% | 95 |
|
|
2024
Q2 | $483K | Hold |
2,136
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $525K | Sell |
2,136
-96
| -4% | -$23.6K | 0.14% | 77 |
|
|
2023
Q4 | $548K | Sell |
2,232
-6
| -0.3% | -$1.47K | 0.14% | 83 |
|
|
2023
Q3 | $456K | Sell |
2,238
-94
| -4% | -$19.1K | 0.13% | 84 |
|
|
2023
Q2 | $477K | Hold |
2,332
| – | – | 0.14% | 78 |
|
|
2023
Q1 | $469K | Hold |
2,332
| – | – | 0.15% | 76 |
|
|
2022
Q4 | $483K | Buy |
+2,332
| New | +$483K | 0.17% | 68 |
|