RWB
RMR Wealth Builders’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
3,272
-3
| -0.1% | -$690 | 0.07% | 139 |
|
|
2025
Q1 | $774K | Sell |
3,275
-713
| -18% | -$168K | 0.08% | 123 |
|
|
2024
Q4 | $909K | Sell |
3,988
-4,729
| -54% | -$1.08M | 0.09% | 113 |
|
|
2024
Q3 | $2.15M | Sell |
8,717
-179
| -2% | -$44.1K | 0.23% | 55 |
|
|
2024
Q2 | $2.01M | Buy |
8,896
+619
| +7% | +$140K | 0.23% | 54 |
|
|
2024
Q1 | $2.04M | Buy |
8,277
+1,406
| +20% | +$347K | 0.25% | 51 |
|
|
2023
Q4 | $1.69M | Buy |
6,871
+1,131
| +20% | +$278K | 0.24% | 49 |
|
|
2023
Q3 | $1.17M | Buy |
5,740
+2,056
| +56% | +$419K | 0.19% | 63 |
|
|
2023
Q2 | $754K | Buy |
3,684
+4
| +0.1% | +$819 | 0.13% | 82 |
|
|
2023
Q1 | $741K | Sell |
3,680
-69
| -2% | -$13.9K | 0.14% | 84 |
|
|
2022
Q4 | $776K | Sell |
3,749
-21
| -0.6% | -$4.35K | 0.18% | 68 |
|
|
2022
Q3 | $734K | Buy |
3,770
+72
| +2% | +$14K | 0.18% | 69 |
|
|
2022
Q2 | $789K | Buy |
3,698
+121
| +3% | +$25.8K | 0.2% | 74 |
|
|
2022
Q1 | $977K | Buy |
3,577
+2,714
| +314% | +$741K | 0.21% | 67 |
|
|
2021
Q4 | $217K | Sell |
863
-3,467
| -80% | -$872K | 0.06% | 113 |
|
|
2021
Q3 | $849K | Buy |
4,330
+2
| +0% | +$392 | 0.25% | 62 |
|
|
2021
Q2 | $952K | Sell |
4,328
-347
| -7% | -$76.3K | 0.31% | 52 |
|
|
2021
Q1 | $1.03M | Buy |
4,675
+352
| +8% | +$77.6K | 0.27% | 55 |
|
|
2020
Q4 | $900K | Sell |
4,323
-582
| -12% | -$121K | 0.44% | 43 |
|
|
2020
Q3 | $966K | Buy |
4,905
+1,186
| +32% | +$234K | 0.25% | 65 |
|
|
2020
Q2 | $629K | Buy |
+3,719
| New | +$629K | 0.56% | 41 |
|
|
2019
Q4 | $164K | Buy |
+908
| New | +$164K | 0.16% | 128 |
|