SPWG
Sage Private Wealth Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
1,284
+202
| +19% | +$46.5K | 0.19% | 72 |
|
|
2025
Q1 | $256K | Sell |
1,082
-9
| -0.8% | -$2.13K | 0.19% | 76 |
|
|
2024
Q4 | $249K | Sell |
1,091
-55
| -5% | -$12.6K | 0.19% | 74 |
|
|
2024
Q3 | $283K | Sell |
1,146
-173
| -13% | -$42.7K | 0.22% | 75 |
|
|
2024
Q2 | $298K | Buy |
1,319
+394
| +43% | +$89.2K | 0.25% | 67 |
|
|
2024
Q1 | $228K | Sell |
925
-463
| -33% | -$114K | 0.18% | 77 |
|
|
2023
Q4 | $341K | Sell |
1,388
-246
| -15% | -$60.5K | 0.3% | 42 |
|
|
2023
Q3 | $333K | Sell |
1,634
-9
| -0.5% | -$1.83K | 0.46% | 32 |
|
|
2023
Q2 | $336K | Buy |
1,643
+1
| +0.1% | +$205 | 0.46% | 29 |
|
|
2023
Q1 | $330K | Buy |
1,642
+99
| +6% | +$19.9K | 0.38% | 28 |
|
|
2022
Q4 | $320K | Sell |
1,543
-48
| -3% | -$9.94K | 0.38% | 34 |
|
|
2022
Q3 | $310K | Sell |
1,591
-57
| -3% | -$11.1K | 0.41% | 25 |
|
|
2022
Q2 | $352K | Buy |
1,648
+344
| +26% | +$73.5K | 0.51% | 23 |
|
|
2022
Q1 | $356K | Buy |
1,304
+131
| +11% | +$35.8K | 0.35% | 30 |
|
|
2021
Q4 | $295K | Buy |
1,173
+31
| +3% | +$7.8K | 0.37% | 34 |
|
|
2021
Q3 | $224K | Buy |
1,142
+24
| +2% | +$4.71K | 0.31% | 34 |
|
|
2021
Q2 | $246K | Buy |
1,118
+13
| +1% | +$2.86K | 0.33% | 34 |
|
|
2021
Q1 | $244K | Sell |
1,105
-34
| -3% | -$7.51K | 0.42% | 30 |
|
|
2020
Q4 | $237K | Buy |
+1,139
| New | +$237K | 0.66% | 29 |
|