SWMG

Sanchez Wealth Management Group’s Union Pacific UNP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$225K	Hold	978	–	–	0.05%	46
2025 Q1	$231K	Hold	978	–	–	0.06%	44
2024 Q4	$223K	Hold	978	–	–	0.06%	48
2024 Q3	$241K	Hold	978	–	–	0.07%	39
2024 Q2	$221K	Hold	978	–	–	0.07%	37
2024 Q1	$240K	Hold	978	–	–	0.08%	39
2023 Q4	$240K	Sell	978 -137	-12%	-$33.6K	0.09%	35
2023 Q3	$227K	Buy	1,115 +14	+1%	+$2.85K	0.09%	34
2023 Q2	$225K	Hold	1,101	–	–	0.09%	35
2023 Q1	$222K	Hold	1,101	–	–	0.1%	35
2022 Q4	$228K	Hold	1,101	–	–	0.11%	32
2022 Q3	$214K	Hold	1,101	–	–	0.12%	30
2022 Q2	$235K	Hold	1,101	–	–	0.12%	32
2022 Q1	$301K	Hold	1,101	–	–	0.13%	31
2021 Q4	$277K	Hold	1,101	–	–	0.12%	32
2021 Q3	$216K	Hold	1,101	–	–	0.1%	34
2021 Q2	$242K	Hold	1,101	–	–	0.11%	31
2021 Q1	$243K	Hold	1,101	–	–	0.12%	29
2020 Q4	$229K	Hold	1,101	–	–	0.12%	27
2020 Q3	$217K	Buy	+1,101	New	+$217K	0.13%	26
2020 Q1	–	Sell	-1,111	Closed	-$201K	–	24
2019 Q4	$201K	Buy	+1,111	New	+$201K	0.15%	23
2019 Q3	–	Sell	-1,229	Closed	-$208K	–	24
2019 Q2	$208K	Hold	1,229	–	–	0.18%	23
2019 Q1	$205K	Buy	+1,229	New	+$205K	0.18%	25
2018 Q4	–	Sell	-1,219	Closed	-$200K	–	28
2018 Q3	$200K	Buy	+1,219	New	+$200K	0.21%	22
2018 Q1	–	Sell	-1,206	Closed	-$168K	–	26
2017 Q4	$168K	Buy	+1,206	New	+$168K	0.17%	24