Western Wealth Management’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 | $868K | Sell |
3,774
-159
| -4% | -$36.6K | 0.05% | 303 |
|
|
2025
Q1 | $929K | Sell |
3,933
-440
| -10% | -$104K | 0.06% | 267 |
|
|
2024
Q4 | $997K | Sell |
4,373
-5,785
| -57% | -$1.32M | 0.07% | 248 |
|
|
2024
Q3 | $2.5M | Buy |
10,158
+5,641
| +125% | +$1.39M | 0.14% | 148 |
|
|
2024
Q2 | $1.02M | Buy |
4,517
+108
| +2% | +$24.4K | 0.08% | 227 |
|
|
2024
Q1 | $1.08M | Sell |
4,409
-5,394
| -55% | -$1.33M | 0.08% | 215 |
|
|
2023
Q4 | $2.41M | Sell |
9,803
-73
| -0.7% | -$17.9K | 0.17% | 125 |
|
|
2023
Q3 | $2.01M | Buy |
9,876
+692
| +8% | +$141K | 0.17% | 126 |
|
|
2023
Q2 | $1.88M | Buy |
9,184
+898
| +11% | +$184K | 0.16% | 137 |
|
|
2023
Q1 | $1.67M | Buy |
8,286
+1,232
| +17% | +$248K | 0.16% | 154 |
|
|
2022
Q4 | $1.46M | Sell |
7,054
-2,137
| -23% | -$443K | 0.15% | 165 |
|
|
2022
Q3 | $1.8M | Buy |
9,191
+5,153
| +128% | +$1.01M | 0.1% | 196 |
|
|
2022
Q2 | $858K | Sell |
4,038
-1,942
| -32% | -$413K | 0.05% | 339 |
|
|
2022
Q1 | $1.63M | Buy |
5,980
+3,320
| +125% | +$907K | 0.08% | 235 |
|
|
2021
Q4 | $677K | Buy |
+2,660
| New | +$677K | 0.07% | 271 |
|
|
2021
Q2 | $742K | Buy |
3,356
+1,225
| +57% | +$271K | 0.08% | 268 |
|
|
2021
Q1 | $470K | Buy |
2,131
+122
| +6% | +$26.9K | 0.06% | 292 |
|
|
2020
Q4 | $418K | Sell |
2,009
-1,760
| -47% | -$366K | 0.06% | 289 |
|
|
2020
Q3 | $742K | Sell |
3,769
-169
| -4% | -$33.3K | 0.12% | 183 |
|
|
2020
Q2 | $666K | Buy |
3,938
+883
| +29% | +$149K | 0.12% | 182 |
|
|
2020
Q1 | $428K | Buy |
3,055
+530
| +21% | +$74.3K | 0.1% | 206 |
|
|
2019
Q4 | $456K | Buy |
2,525
+230
| +10% | +$41.5K | 0.07% | 242 |
|
|
2019
Q3 | $375K | Buy |
2,295
+87
| +4% | +$14.2K | 0.08% | 254 |
|
|
2019
Q2 | $374K | Sell |
2,208
-290
| -12% | -$49.1K | 0.05% | 271 |
|
|
2019
Q1 | $418K | Buy |
2,498
+80
| +3% | +$13.4K | 0.09% | 232 |
|
|
2018
Q4 | $336K | Buy |
+2,418
| New | +$336K | 0.09% | 235 |
|