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 |
|