TCWA
Turtle Creek Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
8,528
-5,753
| -40% | -$1.32M | 0.23% | 85 |
|
|
2025
Q1 | $3.37M | Buy |
+14,281
| New | +$3.37M | 0.5% | 61 |
|
|
2024
Q4 | – | Sell |
-955
| Closed | -$235K | – | 159 |
|
|
2024
Q3 | $235K | Buy |
+955
| New | +$235K | 0.05% | 160 |
|
|
2024
Q1 | – | Sell |
-756
| Closed | -$186K | – | 785 |
|
|
2023
Q4 | $186K | Buy |
+756
| New | +$186K | 0.05% | 152 |
|