MWM
Mattern Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
4,981
-222
| -4% | -$51.1K | 0.24% | 60 |
|
|
2025
Q1 | $1.23M | Sell |
5,203
-131
| -2% | -$30.9K | 0.27% | 60 |
|
|
2024
Q4 | $1.22M | Hold |
5,334
| – | – | 0.27% | 62 |
|
|
2024
Q3 | $1.31M | Hold |
5,334
| – | – | 0.29% | 63 |
|
|
2024
Q2 | $1.21M | Sell |
5,334
-67
| -1% | -$15.2K | 0.29% | 71 |
|
|
2024
Q1 | $1.33M | Buy |
5,401
+400
| +8% | +$98.4K | 0.32% | 76 |
|
|
2023
Q4 | $1.23M | Sell |
5,001
-857
| -15% | -$211K | 0.32% | 79 |
|
|
2023
Q3 | $1.19M | Sell |
5,858
-4,284
| -42% | -$872K | 0.35% | 79 |
|
|
2023
Q2 | $2.08M | Sell |
10,142
-1,498
| -13% | -$307K | 0.61% | 48 |
|
|
2023
Q1 | $2.34M | Sell |
11,640
-3,584
| -24% | -$721K | 0.78% | 36 |
|
|
2022
Q4 | $3.15M | Sell |
15,224
-277
| -2% | -$57.4K | 1.27% | 20 |
|
|
2022
Q3 | $3.02M | Sell |
15,501
-74
| -0.5% | -$14.4K | 1.21% | 21 |
|
|
2022
Q2 | $3.32M | Buy |
15,575
+11
| +0.1% | +$2.35K | 1.3% | 19 |
|
|
2022
Q1 | $4.25M | Buy |
15,564
+379
| +2% | +$104K | 1.39% | 16 |
|
|
2021
Q4 | $3.83M | Buy |
15,185
+109
| +0.7% | +$27.5K | 1.12% | 21 |
|
|
2021
Q3 | $2.96M | Sell |
15,076
-260
| -2% | -$51K | 0.99% | 27 |
|
|
2021
Q2 | $3.35M | Buy |
15,336
+356
| +2% | +$77.8K | 1.07% | 22 |
|
|
2021
Q1 | $3.3M | Sell |
14,980
-1,432
| -9% | -$316K | 1.16% | 20 |
|
|
2020
Q4 | $3.42M | Buy |
16,412
+2,657
| +19% | +$553K | 1.29% | 22 |
|
|
2020
Q3 | $2.71M | Sell |
13,755
-1,901
| -12% | -$374K | 1.16% | 26 |
|
|
2020
Q2 | $2.65M | Buy |
15,656
+456
| +3% | +$77.1K | 1.29% | 20 |
|
|
2020
Q1 | $2.14M | Buy |
15,200
+13,401
| +745% | +$1.89M | 1.55% | 15 |
|
|
2019
Q4 | $325K | Buy |
+1,799
| New | +$325K | 0.2% | 106 |
|