RWM
RKL Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
17,079
-1,060
| -6% | -$244K | 0.35% | 44 |
|
|
2025
Q1 | $4.29M | Sell |
18,139
-222
| -1% | -$52.4K | 0.4% | 40 |
|
|
2024
Q4 | $4.19M | Sell |
18,361
-1,684
| -8% | -$384K | 0.37% | 42 |
|
|
2024
Q3 | $4.94M | Sell |
20,045
-16
| -0.1% | -$3.94K | 0.45% | 34 |
|
|
2024
Q2 | $4.54M | Sell |
20,061
-733
| -4% | -$166K | 0.44% | 35 |
|
|
2024
Q1 | $5.11M | Sell |
20,794
-312
| -1% | -$76.7K | 0.51% | 33 |
|
|
2023
Q4 | $5.18M | Sell |
21,106
-411
| -2% | -$101K | 0.56% | 32 |
|
|
2023
Q3 | $4.38M | Sell |
21,517
-1,431
| -6% | -$291K | 0.54% | 32 |
|
|
2023
Q2 | $4.7M | Sell |
22,948
-433
| -2% | -$88.6K | 0.56% | 32 |
|
|
2023
Q1 | $4.71M | Sell |
23,381
-760
| -3% | -$153K | 0.59% | 31 |
|
|
2022
Q4 | $5M | Sell |
24,141
-2
| -0% | -$414 | 0.67% | 32 |
|
|
2022
Q3 | $4.7M | Buy |
24,143
+187
| +0.8% | +$36.4K | 0.68% | 31 |
|
|
2022
Q2 | $5.11M | Buy |
23,956
+103
| +0.4% | +$22K | 0.7% | 30 |
|
|
2022
Q1 | $6.52M | Sell |
23,853
-192
| -0.8% | -$52.5K | 0.78% | 29 |
|
|
2021
Q4 | $6.06M | Sell |
24,045
-492
| -2% | -$124K | 0.72% | 30 |
|
|
2021
Q3 | $4.81M | Sell |
24,537
-1,079
| -4% | -$212K | 0.61% | 31 |
|
|
2021
Q2 | $5.63M | Sell |
25,616
-349
| -1% | -$76.8K | 0.71% | 31 |
|
|
2021
Q1 | $5.72M | Sell |
25,965
-236
| -0.9% | -$52K | 0.77% | 30 |
|
|
2020
Q4 | $5.46M | Sell |
26,201
-399
| -2% | -$83.1K | 0.76% | 31 |
|
|
2020
Q3 | $5.24M | Sell |
26,600
-162
| -0.6% | -$31.9K | 0.83% | 30 |
|
|
2020
Q2 | $4.53M | Sell |
26,762
-427
| -2% | -$72.2K | 0.78% | 32 |
|
|
2020
Q1 | $3.84M | Sell |
27,189
-1,097
| -4% | -$155K | 0.8% | 33 |
|
|
2019
Q4 | $5.11M | Sell |
28,286
-1,963
| -6% | -$355K | 0.92% | 30 |
|
|
2019
Q3 | $4.9M | Sell |
30,249
-1,137
| -4% | -$184K | 0.93% | 30 |
|
|
2019
Q2 | $5.31M | Sell |
31,386
-328
| -1% | -$55.5K | 0.98% | 30 |
|
|
2019
Q1 | $5.31M | Sell |
31,714
-726
| -2% | -$122K | 1.04% | 25 |
|
|
2018
Q4 | $4.49M | Sell |
32,440
-1,274
| -4% | -$176K | 1.04% | 27 |
|
|
2018
Q3 | $5.49M | Sell |
33,714
-938
| -3% | -$153K | 1.17% | 22 |
|
|
2018
Q2 | $4.91M | Sell |
34,652
-1,042
| -3% | -$148K | 1.11% | 24 |
|
|
2018
Q1 | $4.8M | Sell |
35,694
-3,970
| -10% | -$533K | 1.13% | 23 |
|
|
2017
Q4 | $5.31M | Sell |
39,664
-4,279
| -10% | -$573K | 1.31% | 22 |
|
|
2017
Q3 | $5.1M | Sell |
43,943
-5,242
| -11% | -$609K | 1.43% | 21 |
|
|
2017
Q2 | $5.36M | Sell |
49,185
-8,272
| -14% | -$902K | 1.7% | 15 |
|
|
2017
Q1 | $6.09M | Sell |
57,457
-8,436
| -13% | -$893K | 2.45% | 12 |
|
|
2016
Q4 | $6.83M | Sell |
65,893
-4,296
| -6% | -$445K | 3.29% | 4 |
|
|
2016
Q3 | $6.85M | Sell |
70,189
-4,178
| -6% | -$407K | 3.45% | 7 |
|
|
2016
Q2 | $6.22M | Buy |
74,367
+5,330
| +8% | +$446K | 3.24% | 9 |
|
|
2016
Q1 | $5.49M | Sell |
69,037
-661
| -0.9% | -$52.6K | 3.15% | 16 |
|
|
2015
Q4 | $5.45K | Sell |
69,698
-376
| -0.5% | -$29 | 2.53% | 17 |
|
|
2015
Q3 | $6.2M | Sell |
70,074
-2,399
| -3% | -$212K | 3.91% | 8 |
|
|
2015
Q2 | $6.91M | Sell |
72,473
-1,009
| -1% | -$96.2K | 4.15% | 6 |
|
|
2015
Q1 | $7.96M | Buy |
73,482
+690
| +0.9% | +$74.7K | 4.82% | 4 |
|
|
2014
Q4 | $8.67M | Buy |
72,792
+922
| +1% | +$110K | 5.65% | 2 |
|
|
2014
Q3 | $7.79M | Buy |
71,870
+675
| +0.9% | +$73.2K | 5.44% | 3 |
|
|
2014
Q2 | $7.1M | Buy |
71,195
+36,475
| +105% | +$3.64M | 5.2% | 4 |
|
|
2014
Q1 | $6.52M | Buy |
+34,720
| New | +$6.52M | 4.93% | 4 |
|