MCWA
Meadow Creek Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
3,091
-575
| -16% | -$132K | 0.48% | 42 |
|
|
2025
Q1 | $866K | Buy |
3,666
+359
| +11% | +$84.8K | 0.65% | 38 |
|
|
2024
Q4 | $754K | Sell |
3,307
-118
| -3% | -$26.9K | 0.54% | 40 |
|
|
2024
Q3 | $844K | Buy |
3,425
+234
| +7% | +$57.7K | 0.67% | 36 |
|
|
2024
Q2 | $722K | Sell |
3,191
-193
| -6% | -$43.7K | 0.68% | 38 |
|
|
2024
Q1 | $832K | Sell |
3,384
-21
| -0.6% | -$5.16K | 0.58% | 43 |
|
|
2023
Q4 | $836K | Buy |
+3,405
| New | +$836K | 0.81% | 27 |
|
|
2022
Q3 | $697K | Buy |
3,577
+130
| +4% | +$25.3K | 0.92% | 19 |
|
|
2022
Q2 | $735K | Sell |
3,447
-11
| -0.3% | -$2.35K | 0.9% | 19 |
|
|
2022
Q1 | $945K | Sell |
3,458
-259
| -7% | -$70.8K | 1.03% | 17 |
|
|
2021
Q4 | $936K | Buy |
+3,717
| New | +$936K | 0.88% | 22 |
|
|
2019
Q4 | $478K | Buy |
+2,644
| New | +$478K | 0.66% | 53 |
|