WAM
WFA Asset Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
2,497
+27
| +1% | +$6.11K | 0.32% | 24 |
|
|
2025
Q1 | $607K | Sell |
2,470
-56
| -2% | -$13.8K | 0.32% | 27 |
|
|
2024
Q4 | $576K | Buy |
2,526
+15
| +0.6% | +$3.42K | 0.31% | 26 |
|
|
2024
Q3 | $619K | Buy |
2,511
+14
| +0.6% | +$3.45K | 0.34% | 24 |
|
|
2024
Q2 | $565K | Buy |
2,497
+27
| +1% | +$6.11K | 0.32% | 24 |
|
|
2024
Q1 | $607K | Hold |
2,470
| – | – | 0.32% | 27 |
|
|
2023
Q4 | $607K | Buy |
2,470
+29
| +1% | +$7.12K | 0.33% | 25 |
|
|
2023
Q3 | $497K | Buy |
2,441
+15
| +0.6% | +$3.06K | 0.29% | 30 |
|
|
2023
Q2 | $496K | Buy |
2,426
+16
| +0.7% | +$3.27K | 0.29% | 31 |
|
|
2023
Q1 | $485K | Hold |
2,410
| – | – | 0.3% | 33 |
|
|
2022
Q4 | $499K | Buy |
2,410
+30
| +1% | +$6.21K | 0.33% | 28 |
|
|
2022
Q3 | $464K | Buy |
2,380
+15
| +0.6% | +$2.92K | 0.33% | 24 |
|
|
2022
Q2 | $504K | Buy |
2,365
+10
| +0.4% | +$2.13K | 0.35% | 21 |
|
|
2022
Q1 | $643K | Hold |
2,355
| – | – | 0.42% | 19 |
|
|
2021
Q4 | $593K | Buy |
+2,355
| New | +$593K | 0.39% | 20 |
|