WMS
Wealth Management Solutions’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $251K | Hold |
1,232
| – | – | 0.17% | 69 |
|
2023
Q2 | $252K | Hold |
1,232
| – | – | 0.16% | 69 |
|
2023
Q1 | $248K | Hold |
1,232
| – | – | 0.14% | 73 |
|
2022
Q4 | $255K | Hold |
1,232
| – | – | 0.13% | 75 |
|
2022
Q3 | $240K | Hold |
1,232
| – | – | 0.14% | 68 |
|
2022
Q2 | $263K | Hold |
1,232
| – | – | 0.15% | 69 |
|
2022
Q1 | $337K | Hold |
1,232
| – | – | 0.18% | 76 |
|
2021
Q4 | $310K | Buy |
+1,232
| New | +$310K | 0.16% | 87 |
|