SSWG
Seven Springs Wealth Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
2,395
| – | – | 0.14% | 46 |
|
|
2025
Q1 | $566K | Hold |
2,395
| – | – | 0.2% | 43 |
|
|
2024
Q4 | $546K | Hold |
2,395
| – | – | 0.2% | 45 |
|
|
2024
Q3 | $590K | Hold |
2,395
| – | – | 0.21% | 42 |
|
|
2024
Q2 | $542K | Sell |
2,395
-3
| -0.1% | -$679 | 0.21% | 41 |
|
|
2024
Q1 | $590K | Buy |
2,398
+3
| +0.1% | +$738 | 0.23% | 39 |
|
|
2023
Q4 | $588K | Hold |
2,395
| – | – | 0.27% | 36 |
|
|
2023
Q3 | $488K | Hold |
2,395
| – | – | 0.23% | 38 |
|
|
2023
Q2 | $490K | Hold |
2,395
| – | – | 0.23% | 38 |
|
|
2023
Q1 | $482K | Hold |
2,395
| – | – | 0.24% | 40 |
|
|
2022
Q4 | $496K | Sell |
2,395
-114
| -5% | -$23.6K | 0.24% | 38 |
|
|
2022
Q3 | $489K | Buy |
2,509
+114
| +5% | +$22.2K | 0.27% | 38 |
|
|
2022
Q2 | $511K | Hold |
2,395
| – | – | 0.26% | 40 |
|
|
2022
Q1 | $654K | Hold |
2,395
| – | – | 0.31% | 36 |
|
|
2021
Q4 | $603K | Sell |
2,395
-713
| -23% | -$180K | 0.28% | 36 |
|
|
2021
Q3 | $609K | Hold |
3,108
| – | – | 0.3% | 35 |
|
|
2021
Q2 | $684K | Buy |
3,108
+713
| +30% | +$157K | 0.3% | 36 |
|
|
2021
Q1 | $528K | Sell |
2,395
-17
| -0.7% | -$3.75K | 0.25% | 36 |
|
|
2020
Q4 | $502K | Buy |
2,412
+17
| +0.7% | +$3.54K | 0.26% | 35 |
|
|
2020
Q3 | $472K | Hold |
2,395
| – | – | 0.3% | 32 |
|
|
2020
Q2 | $405K | Hold |
2,395
| – | – | 0.26% | 30 |
|
|
2020
Q1 | $338K | Hold |
2,395
| – | – | 0.24% | 35 |
|
|
2019
Q4 | $433K | Buy |
+2,395
| New | +$433K | 0.29% | 32 |
|