CastleKeep Investment Advisors’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
$1.25M Buy
5,426
+486
+10% +$112K 0.61% 53
2025
Q1
$1.17M Sell
4,940
-73
-1% -$17.2K 0.6% 63
2024
Q4
$1.14M Buy
5,013
+130
+3% +$29.6K 0.8% 53
2024
Q3
$1.2M Buy
4,883
+469
+11% +$116K 0.82% 39
2024
Q2
$999K Sell
4,414
-14
-0.3% -$3.17K 0.77% 37
2024
Q1
$1.09M Sell
4,428
-883
-17% -$217K 0.78% 37
2023
Q4
$1.3M Buy
+5,311
New +$1.3M 0.93% 20