MSWM
Mowery & Schoenfeld Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Sell |
436
-18
| -4% | -$4.14K | 0.15% | 78 |
|
|
2025
Q1 | $107K | Buy |
454
+18
| +4% | +$4.25K | 0.21% | 79 |
|
|
2024
Q4 | $99.4K | Buy |
436
+290
| +199% | +$66.1K | 0.19% | 70 |
|
|
2024
Q3 | $36K | Hold |
146
| – | – | 0.06% | 120 |
|
|
2024
Q2 | $33K | Buy |
146
+119
| +441% | +$26.9K | 0.05% | 121 |
|
|
2024
Q1 | $6.64K | Sell |
27
-5
| -16% | -$1.23K | 0.01% | 119 |
|
|
2023
Q4 | $7.86K | Buy |
+32
| New | +$7.86K | 0.02% | 117 |
|