A detailed history of Institute For Wealth Management, Llc. transactions in Union Pacific Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,068 shares of UNP stock, worth $1.19 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,068
Previous 5,149 1.57%
Holding current value
$1.19 Million
Previous $1.17 Million 7.04%
% of portfolio
0.16%
Previous 0.16%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$221.78 - $256.09 $17,964 - $20,743
-81 Reduced 1.57%
5,068 $1.25 Million
Q2 2024

Jul 25, 2024

SELL
$221.38 - $247.4 $5,755 - $6,432
-26 Reduced 0.5%
5,149 $1.17 Million
Q1 2024

Apr 30, 2024

BUY
$235.81 - $256.91 $2,593 - $2,826
11 Added 0.21%
5,175 $1.27 Million
Q4 2023

Jan 31, 2024

SELL
$200.64 - $246.02 $7,022 - $8,610
-35 Reduced 0.67%
5,164 $1.27 Million
Q3 2023

Oct 13, 2023

SELL
$202.4 - $238.0 $7,488 - $8,806
-37 Reduced 0.71%
5,199 $1.06 Million
Q2 2023

Jul 25, 2023

SELL
$191.5 - $205.92 $28,150 - $30,270
-147 Reduced 2.73%
5,236 $1.07 Million
Q1 2023

Apr 20, 2023

SELL
$185.72 - $214.7 $35,472 - $41,007
-191 Reduced 3.43%
5,383 $1.08 Million
Q4 2022

Feb 02, 2023

SELL
$186.45 - $218.02 $106,835 - $124,925
-573 Reduced 9.32%
5,574 $1.15 Million
Q3 2022

Oct 18, 2022

SELL
$194.82 - $241.91 $194 - $241
-1 Reduced 0.02%
6,147 $1.2 Million
Q2 2022

Jul 25, 2022

SELL
$206.45 - $259.96 $7,432 - $9,358
-36 Reduced 0.58%
6,148 $1.31 Million
Q1 2022

Apr 29, 2022

SELL
$238.04 - $276.69 $11,902 - $13,834
-50 Reduced 0.8%
6,184 $1.69 Million
Q4 2021

Jan 21, 2022

SELL
$201.74 - $251.93 $21,182 - $26,452
-105 Reduced 1.66%
6,234 $1.57 Million
Q3 2021

Nov 15, 2021

BUY
$196.01 - $228.35 $125,054 - $145,687
638 Added 11.19%
6,339 $1.24 Million
Q2 2021

Jul 21, 2021

BUY
$214.81 - $229.48 $16,540 - $17,669
77 Added 1.37%
5,701 $1.25 Million
Q1 2021

May 04, 2021

BUY
$194.33 - $222.98 $165,763 - $190,201
853 Added 17.88%
5,624 $1.24 Million
Q4 2020

Feb 01, 2021

BUY
$173.37 - $209.85 $82,350 - $99,678
475 Added 11.06%
4,771 $993,000
Q3 2020

Nov 03, 2020

SELL
$165.99 - $202.37 $31,870 - $38,855
-192 Reduced 4.28%
4,296 $846,000
Q2 2020

Jul 30, 2020

BUY
$136.49 - $184.83 $71,793 - $97,220
526 Added 13.28%
4,488 $759,000
Q1 2020

Apr 29, 2020

SELL
$114.04 - $187.19 $9,123 - $14,975
-80 Reduced 1.98%
3,962 $559,000
Q4 2019

Feb 27, 2020

BUY
$151.47 - $181.41 $501,517 - $600,648
3,311 Added 452.94%
4,042 $731,000
Q4 2019

Jan 27, 2020

SELL
$151.47 - $181.41 $419,117 - $501,961
-2,767 Reduced 79.1%
731 $731,000
Q3 2019

Oct 28, 2019

SELL
$157.47 - $179.95 $472,724 - $540,209
-3,002 Reduced 46.18%
3,498 $567,000
Q2 2019

Aug 02, 2019

BUY
$164.74 - $179.2 $127,838 - $139,059
776 Added 13.56%
6,500 $1.1 Million
Q1 2019

May 15, 2019

BUY
$132.68 - $171.33 $759,460 - $980,692
5,724 New
5,724 $960,000
Q1 2018

May 15, 2018

SELL
$124.14 - $141.97 $385,454 - $440,816
-3,105 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$110.27 - $136.32 $342,388 - $423,273
3,105 New
3,105 $415,000
Q3 2017

Nov 14, 2017

SELL
$101.98 - $116.64 $642,677 - $735,065
-6,302 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
6,302
6,302 $689,000

Others Institutions Holding UNP

About UNION PACIFIC CORP


  • Ticker UNP
  • Exchange NYSE
  • Sector Industrials
  • Industry Railroads
  • Shares Outstandng 614,801,024
  • Market Cap $145B
  • Description
  • Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, and other ...
More about UNP
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.