SWM
Scissortail Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
20,960
+1,006
| +5% | +$231K | 1.16% | 31 |
|
|
2025
Q1 | $4.71M | Buy |
19,954
+197
| +1% | +$46.5K | 1.21% | 29 |
|
|
2024
Q4 | $4.51M | Buy |
19,757
+19,366
| +4,953% | +$4.42M | 1.15% | 29 |
|
|
2024
Q3 | $4.83M | Sell |
391
-18,765
| -98% | -$232M | 1.17% | 32 |
|
|
2024
Q2 | $4.33M | Buy |
19,156
+654
| +4% | +$148K | 1.1% | 30 |
|
|
2024
Q1 | $4.55M | Buy |
+18,502
| New | +$4.55M | 1.2% | 29 |
|
|
2022
Q4 | – | Sell |
-13,645
| Closed | -$2.63M | – | 166 |
|
|
2022
Q3 | $2.63M | Buy |
13,645
+683
| +5% | +$131K | 1.36% | 24 |
|
|
2022
Q2 | $3.27M | Sell |
12,962
-88
| -0.7% | -$22.2K | 1.26% | 25 |
|
|
2022
Q1 | $3.16M | Buy |
13,050
+88
| +0.7% | +$21.3K | 1.55% | 21 |
|
|
2021
Q4 | $3.27M | Buy |
+12,962
| New | +$3.27M | 1.26% | 25 |
|