Schrum Private Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
1,800
| – | – | 0.33% | 76 |
|
|
2025
Q1 | $425K | Hold |
1,800
| – | – | 0.37% | 68 |
|
|
2024
Q4 | $410K | Sell |
1,800
-400
| -18% | -$91.2K | 0.35% | 72 |
|
|
2024
Q3 | $542K | Buy |
2,200
+400
| +22% | +$98.6K | 0.28% | 87 |
|
|
2024
Q2 | $407K | Hold |
1,800
| – | – | 0.37% | 69 |
|
|
2024
Q1 | $443K | Buy |
1,800
+700
| +64% | +$172K | 0.4% | 66 |
|
|
2023
Q4 | $270K | Sell |
1,100
-700
| -39% | -$172K | 0.38% | 67 |
|
|
2023
Q3 | $367K | Hold |
1,800
| – | – | 0.42% | 63 |
|
|
2023
Q2 | $368K | Hold |
1,800
| – | – | 0.4% | 64 |
|
|
2023
Q1 | $362K | Sell |
1,800
-100
| -5% | -$20.1K | 0.42% | 66 |
|
|
2022
Q4 | $393K | Hold |
1,900
| – | – | 0.47% | 61 |
|
|
2022
Q3 | $371K | Hold |
1,900
| – | – | 0.47% | 62 |
|
|
2022
Q2 | $405K | Hold |
1,900
| – | – | 0.46% | 64 |
|
|
2022
Q1 | $471K | Hold |
1,900
| – | – | 0.47% | 64 |
|
|
2021
Q4 | $478K | Buy |
+1,900
| New | +$478K | 0.44% | 65 |
|