NWM
Northwest Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Sell |
4,311
-72
| -2% | -$16.6K | 0.18% | 71 |
|
|
2025
Q1 | $1.04M | Sell |
4,383
-32
| -0.7% | -$7.56K | 0.21% | 67 |
|
|
2024
Q4 | $1.01M | Buy |
4,415
+140
| +3% | +$31.9K | 0.21% | 69 |
|
|
2024
Q3 | $1.05M | Buy |
4,275
+4
| +0.1% | +$986 | 0.25% | 69 |
|
|
2024
Q2 | $966K | Sell |
4,271
-158
| -4% | -$35.7K | 0.25% | 71 |
|
|
2024
Q1 | $1.09M | Sell |
4,429
-7
| -0.2% | -$1.72K | 0.3% | 66 |
|
|
2023
Q4 | $1.09M | Buy |
4,436
+25
| +0.6% | +$6.14K | 0.33% | 64 |
|
|
2023
Q3 | $898K | Buy |
4,411
+3
| +0.1% | +$611 | 0.32% | 64 |
|
|
2023
Q2 | $902K | Sell |
4,408
-13
| -0.3% | -$2.66K | 0.33% | 66 |
|
|
2023
Q1 | $890K | Sell |
4,421
-55
| -1% | -$11.1K | 0.34% | 65 |
|
|
2022
Q4 | $927K | Sell |
4,476
-655
| -13% | -$136K | 0.4% | 63 |
|
|
2022
Q3 | $1M | Buy |
5,131
+61
| +1% | +$11.9K | 0.44% | 58 |
|
|
2022
Q2 | $1.08M | Sell |
5,070
-2
| -0% | -$426 | 0.47% | 56 |
|
|
2022
Q1 | $1.39M | Buy |
5,072
+1,175
| +30% | +$321K | 0.68% | 41 |
|
|
2021
Q4 | $982K | Buy |
3,897
+175
| +5% | +$44.1K | 0.46% | 53 |
|
|
2021
Q3 | $730K | Sell |
3,722
-7
| -0.2% | -$1.37K | 0.36% | 63 |
|
|
2021
Q2 | $820K | Sell |
3,729
-7
| -0.2% | -$1.54K | 0.43% | 57 |
|
|
2021
Q1 | $823K | Buy |
3,736
+23
| +0.6% | +$5.07K | 0.52% | 52 |
|
|
2020
Q4 | $773K | Sell |
3,713
-11,196
| -75% | -$2.33M | 0.53% | 51 |
|
|
2020
Q3 | $2.94M | Buy |
14,909
+13,209
| +777% | +$2.6M | 2.43% | 11 |
|
|
2020
Q2 | $287K | Hold |
1,700
| – | – | 0.25% | 77 |
|
|
2020
Q1 | $240K | Sell |
1,700
-124
| -7% | -$17.5K | 0.24% | 74 |
|
|
2019
Q4 | $330K | Sell |
1,824
-1,079
| -37% | -$195K | 0.3% | 72 |
|
|
2019
Q3 | $470K | Sell |
2,903
-2,138
| -42% | -$346K | 0.39% | 70 |
|
|
2019
Q2 | $852K | Sell |
5,041
-1,381
| -22% | -$233K | 0.69% | 47 |
|
|
2019
Q1 | $1.07M | Sell |
6,422
-299
| -4% | -$50K | 0.81% | 31 |
|
|
2018
Q4 | $929K | Hold |
6,721
| – | – | 0.79% | 33 |
|
|
2018
Q3 | $1.09M | Sell |
6,721
-2,481
| -27% | -$404K | 0.82% | 32 |
|
|
2018
Q2 | $1.3M | Buy |
9,202
+4,728
| +106% | +$670K | 0.98% | 24 |
|
|
2018
Q1 | $602K | Buy |
4,474
+318
| +8% | +$42.8K | 0.45% | 54 |
|
|
2017
Q4 | $557K | Buy |
+4,156
| New | +$557K | 0.45% | 53 |
|