TW
Transform Wealth’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.26M | Sell |
5,344
-100
| -2% | -$23.6K | 0.08% | 131 |
|
|
2024
Q4 | $1.24M | Buy |
5,444
+4,528
| +494% | +$1.03M | 0.07% | 134 |
|
|
2024
Q3 | $226K | Hold |
916
| – | – | 0.02% | 209 |
|
|
2024
Q2 | $207K | Sell |
916
-5
| -0.5% | -$1.13K | 0.02% | 208 |
|
|
2024
Q1 | $227K | Sell |
921
-25
| -3% | -$6.15K | 0.02% | 208 |
|
|
2023
Q4 | $232K | Sell |
946
-84
| -8% | -$20.6K | 0.02% | 218 |
|
|
2023
Q3 | $210K | Sell |
1,030
-1
| -0.1% | -$204 | 0.02% | 229 |
|
|
2023
Q2 | $211K | Sell |
1,031
-1,183
| -53% | -$242K | 0.02% | 245 |
|
|
2023
Q1 | $446K | Sell |
2,214
-649
| -23% | -$131K | 0.04% | 176 |
|
|
2022
Q4 | $593K | Buy |
2,863
+559
| +24% | +$116K | 0.07% | 136 |
|
|
2022
Q3 | $449K | Sell |
2,304
-396
| -15% | -$77.2K | 0.06% | 128 |
|
|
2022
Q2 | $576K | Sell |
2,700
-1,571
| -37% | -$335K | 0.09% | 118 |
|
|
2022
Q1 | $1.17M | Sell |
4,271
-313
| -7% | -$85.5K | 0.13% | 103 |
|
|
2021
Q4 | $1.16M | Sell |
4,584
-296
| -6% | -$74.6K | 0.12% | 106 |
|
|
2021
Q3 | $957K | Sell |
4,880
-410
| -8% | -$80.4K | 0.11% | 112 |
|
|
2021
Q2 | $1.16M | Sell |
5,290
-107
| -2% | -$23.5K | 0.14% | 114 |
|
|
2021
Q1 | $1.19M | Buy |
5,397
+120
| +2% | +$26.5K | 0.24% | 90 |
|
|
2020
Q4 | $1.1M | Sell |
5,277
-159
| -3% | -$33.1K | 0.23% | 98 |
|
|
2020
Q3 | $1.07M | Sell |
5,436
-78
| -1% | -$15.4K | 0.17% | 99 |
|
|
2020
Q2 | $932K | Sell |
5,514
-28
| -0.5% | -$4.73K | 0.16% | 102 |
|
|
2020
Q1 | $782K | Buy |
5,542
+230
| +4% | +$32.5K | 0.17% | 117 |
|
|
2019
Q4 | $960K | Buy |
5,312
+1,501
| +39% | +$271K | 0.15% | 122 |
|
|
2019
Q3 | $617K | Sell |
3,811
-2,473
| -39% | -$400K | 0.11% | 136 |
|
|
2019
Q2 | $1.06M | Buy |
6,284
+4,780
| +318% | +$808K | 0.16% | 132 |
|
|
2019
Q1 | $251K | Sell |
1,504
-250
| -14% | -$41.7K | 0.05% | 149 |
|
|
2018
Q4 | $242K | Buy |
1,754
+55
| +3% | +$7.59K | 0.05% | 159 |
|
|
2018
Q3 | $277K | Hold |
1,699
| – | – | 0.05% | 166 |
|
|
2018
Q2 | $241K | Buy |
1,699
+107
| +7% | +$15.2K | 0.04% | 197 |
|
|
2018
Q1 | $214K | Buy |
1,592
+50
| +3% | +$6.72K | 0.04% | 220 |
|
|
2017
Q4 | $207K | Buy |
+1,542
| New | +$207K | 0.04% | 238 |
|