WBC
West Branch Capital’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
1,720
-1,899
| -52% | -$437K | 0.12% | 59 |
|
|
2025
Q1 | $855K | Sell |
3,619
-499
| -12% | -$118K | 0.29% | 48 |
|
|
2024
Q4 | $939K | Sell |
4,118
-118
| -3% | -$26.9K | 0.3% | 48 |
|
|
2024
Q3 | $1.04M | Sell |
4,236
-36
| -0.8% | -$8.87K | 0.36% | 42 |
|
|
2024
Q2 | $966K | Sell |
4,272
-167
| -4% | -$37.8K | 0.36% | 39 |
|
|
2024
Q1 | $1.09M | Sell |
4,439
-61
| -1% | -$15K | 0.44% | 37 |
|
|
2023
Q4 | $1.11M | Sell |
4,500
-224
| -5% | -$55K | 0.52% | 36 |
|
|
2023
Q3 | $962K | Sell |
4,724
-20
| -0.4% | -$4.07K | 0.5% | 36 |
|
|
2023
Q2 | $971K | Sell |
4,744
-287
| -6% | -$58.7K | 0.48% | 39 |
|
|
2023
Q1 | $1.01M | Sell |
5,031
-379
| -7% | -$76.3K | 0.56% | 36 |
|
|
2022
Q4 | $1.12M | Buy |
5,410
+14
| +0.3% | +$2.9K | 0.69% | 33 |
|
|
2022
Q3 | $1.05M | Buy |
5,396
+26
| +0.5% | +$5.06K | 0.65% | 37 |
|
|
2022
Q2 | $1.15M | Sell |
5,370
-13
| -0.2% | -$2.77K | 0.66% | 37 |
|
|
2022
Q1 | $1.47M | Sell |
5,383
-144
| -3% | -$39.4K | 0.7% | 36 |
|
|
2021
Q4 | $1.39M | Buy |
5,527
+41
| +0.7% | +$10.3K | 0.59% | 39 |
|
|
2021
Q3 | $1.08M | Buy |
5,486
+23
| +0.4% | +$4.51K | 0.52% | 44 |
|
|
2021
Q2 | $1.2M | Sell |
5,463
-27
| -0.5% | -$5.94K | 0.59% | 42 |
|
|
2021
Q1 | $1.21M | Sell |
5,490
-343
| -6% | -$75.6K | 0.71% | 38 |
|
|
2020
Q4 | $1.21M | Sell |
5,833
-381
| -6% | -$79.3K | 0.72% | 37 |
|
|
2020
Q3 | $1.22M | Sell |
6,214
-487
| -7% | -$95.8K | 0.78% | 37 |
|
|
2020
Q2 | $1.13M | Sell |
6,701
-1,054
| -14% | -$178K | 0.8% | 38 |
|
|
2020
Q1 | $1.09M | Sell |
7,755
-419
| -5% | -$59.1K | 1.05% | 28 |
|
|
2019
Q4 | $1.48M | Sell |
8,174
-716
| -8% | -$129K | 1.03% | 28 |
|
|
2019
Q3 | $1.44M | Sell |
8,890
-665
| -7% | -$108K | 1.07% | 29 |
|
|
2019
Q2 | $1.62M | Buy |
9,555
+40
| +0.4% | +$6.77K | 1.33% | 20 |
|
|
2019
Q1 | $1.59M | Sell |
9,515
-60
| -0.6% | -$10K | 1.42% | 20 |
|
|
2018
Q4 | $1.32M | Sell |
9,575
-558
| -6% | -$77.2K | 1.39% | 21 |
|
|
2018
Q3 | $1.65M | Sell |
10,133
-1,027
| -9% | -$167K | 1.22% | 24 |
|
|
2018
Q2 | $1.58M | Buy |
+11,160
| New | +$1.58M | 1.25% | 27 |
|