Wealth Management Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
936
-73
| -7% | -$17.2K | 0.08% | 126 |
|
|
2025
Q1 | $238K | Hold |
1,009
| – | – | 0.11% | 106 |
|
|
2024
Q4 | $230K | Hold |
1,009
| – | – | 0.1% | 108 |
|
|
2024
Q3 | $249K | Hold |
1,009
| – | – | 0.12% | 99 |
|
|
2024
Q2 | $228K | Hold |
1,009
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $248K | Hold |
1,009
| – | – | 0.13% | 103 |
|
|
2023
Q4 | $248K | Hold |
1,009
| – | – | 0.14% | 104 |
|
|
2023
Q3 | $205K | Hold |
1,009
| – | – | 0.13% | 113 |
|
|
2023
Q2 | $206K | Sell |
1,009
-51
| -5% | -$10.4K | 0.13% | 110 |
|
|
2023
Q1 | $213K | Buy |
1,060
+60
| +6% | +$12.1K | 0.15% | 107 |
|
|
2022
Q4 | $219K | Buy |
+1,000
| New | +$219K | 0.18% | 92 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$215K | – | 97 |
|
|
2022
Q2 | $215K | Hold |
1,000
| – | – | 0.19% | 91 |
|
|
2022
Q1 | $283K | Hold |
1,000
| – | – | 0.2% | 92 |
|
|
2021
Q4 | $273K | Sell |
1,000
-85
| -8% | -$23.2K | 0.19% | 89 |
|
|
2021
Q3 | $213K | Hold |
1,085
| – | – | 0.16% | 103 |
|
|
2021
Q2 | $239K | Hold |
1,085
| – | – | 0.17% | 104 |
|
|
2021
Q1 | $240K | Hold |
1,085
| – | – | 0.18% | 107 |
|
|
2020
Q4 | $217K | Buy |
+1,085
| New | +$217K | 0.17% | 110 |
|