MWM
Mascoma Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
74
| – | – | ﹤0.01% | 275 |
|
|
2025
Q1 | $17.5K | Hold |
74
| – | – | ﹤0.01% | 273 |
|
|
2024
Q4 | $16.9K | Hold |
74
| – | – | ﹤0.01% | 290 |
|
|
2024
Q3 | $18.2K | Hold |
74
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $16.7K | Hold |
74
| – | – | ﹤0.01% | 285 |
|
|
2024
Q1 | $18.2K | Sell |
74
-17
| -19% | -$4.18K | 0.01% | 268 |
|
|
2023
Q4 | $22.4K | Hold |
91
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $18.5K | Buy |
91
+29
| +47% | +$5.91K | 0.01% | 280 |
|
|
2023
Q2 | $14.2K | Sell |
62
-2,387
| -97% | -$546K | ﹤0.01% | 295 |
|
|
2023
Q1 | $479K | Buy |
2,449
+853
| +53% | +$167K | 0.14% | 70 |
|
|
2022
Q4 | $330K | Sell |
1,596
-2,912
| -65% | -$603K | 0.1% | 92 |
|
|
2022
Q3 | $878K | Buy |
4,508
+31
| +0.7% | +$6.04K | 0.3% | 50 |
|
|
2022
Q2 | $955K | Sell |
4,477
-56
| -1% | -$11.9K | 0.33% | 49 |
|
|
2022
Q1 | $1.24M | Sell |
4,533
-1,968
| -30% | -$537K | 0.39% | 46 |
|
|
2021
Q4 | $1.64M | Buy |
6,501
+149
| +2% | +$37.5K | 0.57% | 39 |
|
|
2021
Q3 | $1.25M | Buy |
6,352
+651
| +11% | +$128K | 0.48% | 36 |
|
|
2021
Q2 | $1.25M | Buy |
5,701
+221
| +4% | +$48.6K | 0.54% | 34 |
|
|
2021
Q1 | $1.21M | Sell |
5,480
-99
| -2% | -$21.8K | 0.52% | 35 |
|
|
2020
Q4 | $1.16M | Buy |
+5,579
| New | +$1.16M | 0.58% | 33 |
|
|
2019
Q3 | $855K | Buy |
5,276
+2,046
| +63% | +$332K | 0.54% | 38 |
|
|
2019
Q2 | $546K | Buy |
3,230
+350
| +12% | +$59.2K | 0.34% | 43 |
|
|
2019
Q1 | $482K | Buy |
2,880
+200
| +7% | +$33.5K | 0.32% | 40 |
|
|
2018
Q4 | $370K | Buy |
2,680
+550
| +26% | +$75.9K | 0.28% | 46 |
|
|
2018
Q3 | $347K | Buy |
2,130
+1,750
| +461% | +$285K | 0.23% | 52 |
|
|
2018
Q2 | $54K | Buy |
380
+180
| +90% | +$25.6K | 0.04% | 149 |
|
|
2018
Q1 | $27K | Hold |
200
| – | – | 0.02% | 198 |
|
|
2017
Q4 | $26K | Buy |
+200
| New | +$26K | 0.02% | 194 |
|