WMS Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.27M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.3M | Buy |
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|
2019
Q1 | $1.28M | Hold |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $991K | Sell |
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|
2017
Q3 | $864K | Buy |
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|
2017
Q2 | $770K | Buy |
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|
2017
Q1 | $718K | Buy |
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|
2016
Q4 | $697K | Sell |
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|
2016
Q3 | $661K | Buy |
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|
2016
Q2 | $489K | Buy |
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|
2016
Q1 | $378K | Buy |
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|
2015
Q4 | $368K | Buy |
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|
2015
Q3 | $407K | Sell |
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|
2015
Q2 | $534K | Sell |
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|
2015
Q1 | $630K | Buy |
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|
2014
Q4 | $497K | Hold |
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|
2014
Q3 | $452K | Hold |
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|
2014
Q2 | $416K | Hold |
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|
2014
Q1 | $391K | Buy |
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|
2013
Q4 | $339K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $308K | Buy |
|