TVWM
Tower View Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
7,684
-430
| -5% | -$98.9K | 0.92% | 36 |
|
|
2025
Q1 | $1.92M | Sell |
8,114
-9,066
| -53% | -$2.14M | 1.12% | 36 |
|
|
2024
Q4 | $3.92M | Sell |
17,180
-2,321
| -12% | -$529K | 2.07% | 20 |
|
|
2024
Q3 | $4.81M | Sell |
19,501
-243
| -1% | -$59.9K | 2.63% | 13 |
|
|
2024
Q2 | $4.47M | Buy |
19,744
+363
| +2% | +$82.1K | 2.56% | 17 |
|
|
2024
Q1 | $4.77M | Sell |
19,381
-41
| -0.2% | -$10.1K | 2.79% | 11 |
|
|
2023
Q4 | $4.77M | Buy |
19,422
+254
| +1% | +$62.4K | 2.96% | 9 |
|
|
2023
Q3 | $3.9M | Buy |
19,168
+1,967
| +11% | +$401K | 2.74% | 12 |
|
|
2023
Q2 | $3.52M | Sell |
17,201
-624
| -4% | -$128K | 2.39% | 20 |
|
|
2023
Q1 | $3.59M | Buy |
17,825
+192
| +1% | +$38.6K | 2.41% | 18 |
|
|
2022
Q4 | $3.65M | Buy |
17,633
+115
| +0.7% | +$23.8K | 2.54% | 13 |
|
|
2022
Q3 | $3.41M | Buy |
17,518
+278
| +2% | +$54.2K | 2.6% | 12 |
|
|
2022
Q2 | $3.68M | Sell |
17,240
-335
| -2% | -$71.5K | 2.7% | 11 |
|
|
2022
Q1 | $4.8M | Buy |
17,575
+158
| +0.9% | +$43.2K | 2.58% | 9 |
|
|
2021
Q4 | $4.39M | Buy |
17,417
+335
| +2% | +$84.4K | 2.24% | 18 |
|
|
2021
Q3 | $3.35M | Buy |
17,082
+862
| +5% | +$169K | 1.86% | 24 |
|
|
2021
Q2 | $3.57M | Buy |
16,220
+325
| +2% | +$71.5K | 1.81% | 24 |
|
|
2021
Q1 | $3.5M | Buy |
15,895
+4,366
| +38% | +$962K | 1.92% | 22 |
|
|
2020
Q4 | $2.4M | Buy |
11,529
+568
| +5% | +$118K | 1.36% | 35 |
|
|
2020
Q3 | $2.16M | Buy |
10,961
+240
| +2% | +$47.3K | 1.4% | 34 |
|
|
2020
Q2 | $1.81M | Buy |
10,721
+5,100
| +91% | +$862K | 1.33% | 37 |
|
|
2020
Q1 | $793K | Buy |
5,621
+739
| +15% | +$104K | 0.72% | 49 |
|
|
2019
Q4 | $883K | Buy |
4,882
+410
| +9% | +$74.2K | 0.67% | 50 |
|
|
2019
Q3 | $724K | Buy |
4,472
+19
| +0.4% | +$3.08K | 0.6% | 51 |
|
|
2019
Q2 | $753K | Buy |
4,453
+176
| +4% | +$29.8K | 0.64% | 50 |
|
|
2019
Q1 | $715K | Buy |
4,277
+309
| +8% | +$51.7K | 0.63% | 49 |
|
|
2018
Q4 | $549K | Buy |
3,968
+195
| +5% | +$27K | 0.57% | 49 |
|
|
2018
Q3 | $614K | Sell |
3,773
-17
| -0.4% | -$2.77K | 0.54% | 54 |
|
|
2018
Q2 | $537K | Sell |
3,790
-59
| -2% | -$8.36K | 0.51% | 54 |
|
|
2018
Q1 | $517K | Sell |
3,849
-681
| -15% | -$91.5K | 0.52% | 54 |
|
|
2017
Q4 | $608K | Buy |
+4,530
| New | +$608K | 0.56% | 56 |
|