WMA
West Michigan Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
10,055
+85
| +0.9% | +$19.6K | 0.65% | 41 |
|
|
2025
Q1 | $2.36M | Buy |
9,970
+970
| +11% | +$229K | 0.78% | 36 |
|
|
2024
Q4 | $2.05M | Buy |
9,000
+236
| +3% | +$53.8K | 0.62% | 40 |
|
|
2024
Q3 | $2.16M | Sell |
8,764
-2,656
| -23% | -$655K | 0.65% | 41 |
|
|
2024
Q2 | $2.58M | Sell |
11,420
-497
| -4% | -$112K | 0.82% | 32 |
|
|
2024
Q1 | $2.93M | Buy |
11,917
+523
| +5% | +$129K | 0.95% | 28 |
|
|
2023
Q4 | $2.8M | Buy |
11,394
+2,353
| +26% | +$578K | 1.06% | 22 |
|
|
2023
Q3 | $1.84M | Sell |
9,041
-130
| -1% | -$26.5K | 0.98% | 30 |
|
|
2023
Q2 | $1.88M | Sell |
9,171
-765
| -8% | -$157K | 0.75% | 37 |
|
|
2023
Q1 | $2M | Buy |
9,936
+2,110
| +27% | +$425K | 1.14% | 19 |
|
|
2022
Q4 | $1.62M | Buy |
7,826
+303
| +4% | +$62.7K | 1.18% | 20 |
|
|
2022
Q3 | $1.47M | Buy |
7,523
+294
| +4% | +$57.3K | 1.28% | 17 |
|
|
2022
Q2 | $1.54M | Buy |
7,229
+680
| +10% | +$145K | 1.32% | 17 |
|
|
2022
Q1 | $1.79M | Buy |
6,549
+2,439
| +59% | +$666K | 1.21% | 18 |
|
|
2021
Q4 | $1.04M | Buy |
+4,110
| New | +$1.04M | 0.77% | 24 |
|