PWAM
Pinnacle West Asset Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
7,605
-30
| -0.4% | -$6.9K | 1.21% | 32 |
|
|
2025
Q1 | $1.8M | Buy |
7,635
+15
| +0.2% | +$3.54K | 1.3% | 27 |
|
|
2024
Q4 | $1.74M | Hold |
7,620
| – | – | 1.24% | 27 |
|
|
2024
Q3 | $1.88M | Buy |
7,620
+70
| +0.9% | +$17.3K | 1.35% | 24 |
|
|
2024
Q2 | $1.71M | Hold |
7,550
| – | – | 1.33% | 23 |
|
|
2024
Q1 | $1.86M | Hold |
7,550
| – | – | 1.47% | 19 |
|
|
2023
Q4 | $1.85M | Buy |
7,550
+140
| +2% | +$34.4K | 1.59% | 19 |
|
|
2023
Q3 | $1.51M | Buy |
7,410
+195
| +3% | +$39.7K | 1.48% | 21 |
|
|
2023
Q2 | $1.48M | Sell |
7,215
-35
| -0.5% | -$7.16K | 1.43% | 18 |
|
|
2023
Q1 | $1.46M | Buy |
+7,250
| New | +$1.46M | 1.52% | 15 |
|