WMA
Wealth Management Associates’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Hold |
2,113
| – | – | 0.19% | 98 |
|
|
2025
Q1 | $499K | Hold |
2,113
| – | – | 0.21% | 93 |
|
|
2024
Q4 | $482K | Sell |
2,113
-266
| -11% | -$60.7K | 0.21% | 95 |
|
|
2024
Q3 | $586K | Hold |
2,379
| – | – | 0.26% | 81 |
|
|
2024
Q2 | $538K | Hold |
2,379
| – | – | 0.25% | 80 |
|
|
2024
Q1 | $538K | Sell |
2,379
-86
| -3% | -$19.5K | 0.25% | 80 |
|
|
2023
Q4 | $605K | Buy |
2,465
+135
| +6% | +$33.2K | 0.32% | 70 |
|
|
2023
Q3 | $474K | Buy |
2,330
+148
| +7% | +$30.1K | 0.28% | 81 |
|
|
2023
Q2 | $446K | Sell |
2,182
-47
| -2% | -$9.62K | 0.25% | 82 |
|
|
2023
Q1 | $449K | Buy |
2,229
+35
| +2% | +$7.04K | 0.28% | 86 |
|
|
2022
Q4 | $454K | Buy |
2,194
+1,100
| +101% | +$228K | 0.3% | 75 |
|
|
2022
Q3 | $213K | Hold |
1,094
| – | – | 0.15% | 157 |
|
|
2022
Q2 | $233K | Sell |
1,094
-213
| -16% | -$45.4K | 0.16% | 152 |
|
|
2022
Q1 | $357K | Hold |
1,307
| – | – | 0.2% | 125 |
|
|
2021
Q4 | $329K | Hold |
1,307
| – | – | 0.18% | 144 |
|
|
2021
Q3 | $256K | Hold |
1,307
| – | – | 0.15% | 157 |
|
|
2021
Q2 | $287K | Buy |
+1,307
| New | +$287K | 0.16% | 146 |
|
|
2021
Q1 | – | Sell |
-2,377
| Closed | -$495K | – | 194 |
|
|
2020
Q4 | $495K | Buy |
2,377
+77
| +3% | +$16K | 0.33% | 76 |
|
|
2020
Q3 | $453K | Buy |
+2,300
| New | +$453K | 0.35% | 67 |
|