Westwood 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 | $1.02M | Sell |
4,435
-600
| -12% | -$138K | 0.34% | 29 |
|
|
2025
Q1 | $1.19M | Sell |
5,035
-250
| -5% | -$59.1K | 0.51% | 27 |
|
|
2024
Q4 | $1.21M | Sell |
5,285
-150
| -3% | -$34.2K | 0.44% | 25 |
|
|
2024
Q3 | $1.34M | Sell |
5,435
-100
| -2% | -$24.6K | 0.53% | 21 |
|
|
2024
Q2 | $1.25M | Hold |
5,535
| – | – | 0.47% | 22 |
|
|
2024
Q1 | $1.36M | Sell |
5,535
-40
| -0.7% | -$9.84K | 0.67% | 19 |
|
|
2023
Q4 | $1.37M | Sell |
5,575
-250
| -4% | -$61.4K | 1.06% | 16 |
|
|
2023
Q3 | $1.19M | Hold |
5,825
| – | – | 0.78% | 18 |
|
|
2023
Q2 | $1.19M | Buy |
5,825
+100
| +2% | +$20.5K | 0.84% | 18 |
|
|
2023
Q1 | $1.15M | Sell |
5,725
-1,110
| -16% | -$223K | 1.03% | 16 |
|
|
2022
Q4 | $1.42M | Buy |
6,835
+1,560
| +30% | +$323K | 1.7% | 10 |
|
|
2022
Q3 | $1.03M | Sell |
5,275
-1,910
| -27% | -$372K | 0.92% | 11 |
|
|
2022
Q2 | $1.53M | Sell |
7,185
-3,325
| -32% | -$709K | 1.77% | 10 |
|
|
2022
Q1 | $2.87K | Sell |
10,510
-8,185
| -44% | -$2.24K | 1.11% | 11 |
|
|
2021
Q4 | $3K | Buy |
+18,695
| New | +$3K | ﹤0.01% | 43 |
|