Caldwell Trust’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Sell |
30,234
-403
|
|
||||
|
2025
Q1 | $7.24M | Sell |
30,637
-212
|
|
||||
|
2024
Q4 | $7.03M | Sell |
30,849
-17
|
|
||||
|
2024
Q3 | $7.61M | Buy |
30,866
+637
|
|
||||
|
2024
Q2 | $6.84M | Buy |
30,229
+1,546
|
|
||||
|
2024
Q1 | $7.05M | Buy |
28,683
+1,149
|
|
||||
|
2023
Q4 | $6.76M | Sell |
27,534
-2,291
|
|
||||
|
2023
Q3 | $6.07M | Buy |
29,825
+406
|
|
||||
|
2023
Q2 | $6.02M | Sell |
29,419
-70
|
|
||||
|
2023
Q1 | $5.93M | Sell |
29,489
-22
|
|
||||
|
2022
Q4 | $6.11M | Sell |
29,511
-257
|
|
||||
|
2022
Q3 | $5.8M | Sell |
29,768
-490
|
|
||||
|
2022
Q2 | $6.45M | Buy |
30,258
+4,994
|
|
||||
|
2022
Q1 | $6.9M | Sell |
25,264
-142
|
|
||||
|
2021
Q4 | $6.4M | Buy |
25,406
+69
|
|
||||
|
2021
Q3 | $4.97M | Buy |
25,337
+560
|
|
||||
|
2021
Q2 | $5.45M | Sell |
24,777
-26
|
|
||||
|
2021
Q1 | $5.47M | Sell |
24,803
-254
|
|
||||
|
2020
Q4 | $5.22M | Sell |
25,057
-72
|
|
||||
|
2020
Q3 | $4.95M | Sell |
25,129
-1,464
|
|
||||
|
2020
Q2 | $4.5M | Sell |
26,593
-889
|
|
||||
|
2020
Q1 | $3.88M | Sell |
27,482
-645
|
|
||||
|
2019
Q4 | $5.09M | Buy |
+28,127
|
|