MWM
Mission Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
16,119
-58
| -0.4% | -$13.3K | 0.08% | 137 |
|
|
2025
Q1 | $3.82M | Buy |
16,177
+3,551
| +28% | +$839K | 0.09% | 118 |
|
|
2024
Q4 | $2.88M | Buy |
12,626
+1,018
| +9% | +$232K | 0.07% | 141 |
|
|
2024
Q3 | $2.86M | Sell |
11,608
-43
| -0.4% | -$10.6K | 0.07% | 137 |
|
|
2024
Q2 | $2.64M | Buy |
11,651
+711
| +6% | +$161K | 0.07% | 139 |
|
|
2024
Q1 | $2.69M | Buy |
10,940
+3,102
| +40% | +$763K | 0.07% | 143 |
|
|
2023
Q4 | $1.93M | Buy |
7,838
+42
| +0.5% | +$10.3K | 0.06% | 148 |
|
|
2023
Q3 | $1.59M | Buy |
7,796
+37
| +0.5% | +$7.53K | 0.06% | 150 |
|
|
2023
Q2 | $1.59M | Buy |
7,759
+265
| +4% | +$54.2K | 0.06% | 151 |
|
|
2023
Q1 | $1.51M | Sell |
7,494
-249
| -3% | -$50.1K | 0.06% | 159 |
|
|
2022
Q4 | $1.6M | Buy |
7,743
+148
| +2% | +$30.6K | 0.08% | 135 |
|
|
2022
Q3 | $1.48M | Buy |
7,595
+840
| +12% | +$164K | 0.08% | 129 |
|
|
2022
Q2 | $1.44M | Sell |
6,755
-635
| -9% | -$135K | 0.08% | 135 |
|
|
2022
Q1 | $2.02M | Buy |
7,390
+296
| +4% | +$80.9K | 0.09% | 108 |
|
|
2021
Q4 | $1.79M | Buy |
7,094
+611
| +9% | +$154K | 0.08% | 119 |
|
|
2021
Q3 | $1.27M | Sell |
6,483
-31
| -0.5% | -$6.08K | 0.06% | 146 |
|
|
2021
Q2 | $1.43M | Buy |
6,514
+126
| +2% | +$27.7K | 0.08% | 128 |
|
|
2021
Q1 | $1.41M | Buy |
6,388
+1,698
| +36% | +$374K | 0.08% | 114 |
|
|
2020
Q4 | $977K | Buy |
4,690
+339
| +8% | +$70.6K | 0.06% | 148 |
|
|
2020
Q3 | $857K | Sell |
4,351
-14
| -0.3% | -$2.76K | 0.06% | 141 |
|
|
2020
Q2 | $738K | Buy |
4,365
+211
| +5% | +$35.7K | 0.06% | 146 |
|
|
2020
Q1 | $586K | Buy |
4,154
+720
| +21% | +$102K | 0.06% | 138 |
|
|
2019
Q4 | $621K | Sell |
3,434
-156
| -4% | -$28.2K | 0.06% | 160 |
|
|
2019
Q3 | $581K | Buy |
3,590
+174
| +5% | +$28.2K | 0.06% | 156 |
|
|
2019
Q2 | $578K | Sell |
3,416
-90
| -3% | -$15.2K | 0.06% | 155 |
|
|
2019
Q1 | $586K | Buy |
3,506
+7
| +0.2% | +$1.17K | 0.07% | 146 |
|
|
2018
Q4 | $484K | Sell |
3,499
-291
| -8% | -$40.3K | 0.06% | 149 |
|
|
2018
Q3 | $617K | Sell |
3,790
-82
| -2% | -$13.3K | 0.08% | 129 |
|
|
2018
Q2 | $549K | Buy |
3,872
+304
| +9% | +$43.1K | 0.08% | 129 |
|
|
2018
Q1 | $480K | Sell |
3,568
-3,044
| -46% | -$410K | 0.08% | 119 |
|
|
2017
Q4 | $887K | Buy |
6,612
+2,728
| +70% | +$366K | 0.15% | 72 |
|
|
2017
Q3 | $450K | Sell |
3,884
-348
| -8% | -$40.3K | 0.08% | 106 |
|
|
2017
Q2 | $461K | Buy |
4,232
+372
| +10% | +$40.5K | 0.09% | 102 |
|
|
2017
Q1 | $409K | Buy |
3,860
+800
| +26% | +$84.8K | 0.08% | 109 |
|
|
2016
Q4 | $317K | Buy |
3,060
+361
| +13% | +$37.4K | 0.06% | 125 |
|
|
2016
Q3 | $263K | Buy |
2,699
+8
| +0.3% | +$780 | 0.06% | 130 |
|
|
2016
Q2 | $235K | Sell |
2,691
-145
| -5% | -$12.7K | 0.06% | 135 |
|
|
2016
Q1 | $226K | Sell |
2,836
-835
| -23% | -$66.5K | 0.06% | 138 |
|
|
2015
Q4 | $287K | Buy |
3,671
+168
| +5% | +$13.1K | 0.08% | 103 |
|
|
2015
Q3 | $310K | Buy |
3,503
+34
| +1% | +$3.01K | 0.09% | 93 |
|
|
2015
Q2 | $376K | Buy |
+3,469
| New | +$376K | 0.13% | 83 |
|