SVWG
Shared Vision Wealth Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
971
+5
| +0.5% | +$1.11K | 0.11% | 81 |
|
|
2025
Q1 | $228K | Buy |
966
+40
| +4% | +$9.45K | 0.12% | 75 |
|
|
2024
Q4 | $211K | Buy |
926
+6
| +0.7% | +$1.37K | 0.11% | 73 |
|
|
2024
Q3 | $227K | Buy |
920
+5
| +0.5% | +$1.23K | 0.12% | 70 |
|
|
2024
Q2 | $207K | Buy |
+915
| New | +$207K | 0.12% | 74 |
|