Berkeley Capital Partners’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 | $247K | Sell |
1,073
-7
| -0.6% | -$1.61K | 0.06% | 152 |
|
|
2025
Q1 | $255K | Buy |
1,080
+114
| +12% | +$26.9K | 0.07% | 147 |
|
|
2024
Q4 | $220K | Buy |
+966
| New | +$220K | 0.06% | 162 |
|
|
2024
Q2 | – | Sell |
-872
| Closed | -$214K | – | 166 |
|
|
2024
Q1 | $214K | Sell |
872
-3,228
| -79% | -$794K | 0.07% | 157 |
|
|
2023
Q4 | $1.01M | Buy |
4,100
+42
| +1% | +$10.3K | 0.33% | 60 |
|
|
2023
Q3 | $826K | Buy |
+4,058
| New | +$826K | 0.3% | 71 |
|