WCM
Whitener Capital Management’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $729K | Buy |
3,170
+28
| +0.9% | +$6.44K | 0.19% | 85 |
|
2025
Q1 | $742K | Buy |
3,142
+150
| +5% | +$35.4K | 0.21% | 83 |
|
2024
Q4 | $682K | Buy |
2,992
+234
| +8% | +$53.4K | 0.19% | 89 |
|
2024
Q3 | $680K | Buy |
2,758
+259
| +10% | +$63.8K | 0.19% | 92 |
|
2024
Q2 | $565K | Buy |
2,499
+255
| +11% | +$57.7K | 0.17% | 96 |
|
2024
Q1 | $552K | Buy |
2,244
+281
| +14% | +$69.1K | 0.18% | 96 |
|
2023
Q4 | $482K | Buy |
+1,963
| New | +$482K | 0.17% | 95 |
|
2019
Q4 | – | Sell |
-215
| Closed | -$34K | – | 411 |
|
2019
Q3 | $34K | Buy |
215
+50
| +30% | +$7.91K | 0.02% | 254 |
|
2019
Q2 | $27K | Hold |
165
| – | – | 0.02% | 269 |
|
2019
Q1 | $27K | Hold |
165
| – | – | 0.02% | 260 |
|
2018
Q4 | $22K | Hold |
165
| – | – | 0.02% | 253 |
|
2018
Q3 | $26K | Buy |
+165
| New | +$26K | 0.02% | 258 |
|
2018
Q2 | – | Sell |
-129
| Closed | -$17K | – | 380 |
|
2018
Q1 | $17K | Buy |
129
+14
| +12% | +$1.85K | 0.01% | 295 |
|
2017
Q4 | $15K | Buy |
+115
| New | +$15K | 0.01% | 286 |
|