MGWM
Marks Group Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.39M | Buy |
36,450
+2,391
| +7% | +$550K | 0.78% | 57 |
|
|
2025
Q1 | $8.05M | Buy |
34,059
+1,312
| +4% | +$310K | 0.77% | 59 |
|
|
2024
Q4 | $7.47M | Sell |
32,747
-791
| -2% | -$180K | 0.74% | 61 |
|
|
2024
Q3 | $8.27M | Buy |
33,538
+580
| +2% | +$143K | 0.79% | 59 |
|
|
2024
Q2 | $7.46M | Buy |
32,958
+3,046
| +10% | +$689K | 0.79% | 56 |
|
|
2024
Q1 | $7.36M | Buy |
29,912
+104
| +0.3% | +$25.6K | 0.77% | 58 |
|
|
2023
Q4 | $7.32M | Buy |
29,808
+159
| +0.5% | +$39.1K | 0.83% | 39 |
|
|
2023
Q3 | $6.04M | Buy |
29,649
+113
| +0.4% | +$23K | 0.75% | 57 |
|
|
2023
Q2 | $6.04M | Buy |
29,536
+996
| +3% | +$204K | 0.72% | 62 |
|
|
2023
Q1 | $5.74M | Sell |
28,540
-11,694
| -29% | -$2.35M | 0.73% | 61 |
|
|
2022
Q4 | $8.33M | Buy |
40,234
+992
| +3% | +$205K | 1.14% | 8 |
|
|
2022
Q3 | $7.65M | Buy |
39,242
+12,690
| +48% | +$2.47M | 1.16% | 7 |
|
|
2022
Q2 | $5.66M | Sell |
26,552
-354
| -1% | -$75.5K | 0.82% | 46 |
|
|
2022
Q1 | $7.35M | Buy |
26,906
+1,455
| +6% | +$398K | 0.92% | 20 |
|
|
2021
Q4 | $6.45M | Sell |
25,451
-520
| -2% | -$132K | 0.79% | 43 |
|
|
2021
Q3 | $5.1M | Buy |
25,971
+206
| +0.8% | +$40.5K | 0.69% | 65 |
|
|
2021
Q2 | $5.68M | Buy |
25,765
+541
| +2% | +$119K | 0.78% | 46 |
|
|
2021
Q1 | $5.57M | Buy |
25,224
+191
| +0.8% | +$42.2K | 0.83% | 39 |
|
|
2020
Q4 | $5.21M | Sell |
25,033
-196
| -0.8% | -$40.8K | 0.81% | 45 |
|
|
2020
Q3 | $4.97M | Sell |
25,229
-787
| -3% | -$155K | 0.9% | 25 |
|
|
2020
Q2 | $4.41M | Sell |
26,016
-146
| -0.6% | -$24.8K | 0.9% | 34 |
|
|
2020
Q1 | $3.71M | Buy |
26,162
+1,255
| +5% | +$178K | 0.96% | 27 |
|
|
2019
Q4 | $4.5M | Buy |
+24,907
| New | +$4.5M | 0.89% | 43 |
|