MWS
Maxwell Wealth Strategies’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.3M | Sell |
5,688
-177
| -3% | -$40.4K | 0.53% | 51 |
|
|
2024
Q3 | $1.37M | Buy |
5,865
+38
| +0.7% | +$8.89K | 0.58% | 55 |
|
|
2024
Q2 | $1.32M | Sell |
5,827
-61
| -1% | -$13.8K | 0.65% | 53 |
|
|
2024
Q1 | $1.35M | Sell |
5,888
-5,919
| -50% | -$1.36M | 0.68% | 55 |
|
|
2023
Q4 | $2.9M | Buy |
+11,807
| New | +$2.9M | 1.9% | 12 |
|