Burt Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $811K | Hold |
3,432
| – | – | 0.2% | 53 |
|
|
2025
Q2 | $790K | Hold |
3,432
| – | – | 0.18% | 53 |
|
|
2025
Q1 | $811K | Hold |
3,432
| – | – | 0.2% | 46 |
|
|
2024
Q4 | $783K | Sell |
3,432
-25
| -0.7% | -$5.92K | 0.2% | 47 |
|
|
2024
Q3 | $852K | Hold |
3,457
| – | – | 0.21% | 44 |
|
|
2024
Q2 | $782K | Buy |
3,457
+25
| +0.7% | +$5.86K | 0.21% | 47 |
|
|
2024
Q1 | $844K | Hold |
3,432
| – | – | 0.21% | 44 |
|
|
2023
Q4 | $843K | Hold |
3,432
| – | – | 0.24% | 43 |
|
|
2023
Q3 | $699K | Sell |
3,432
-182
| -5% | -$39.6K | 0.21% | 44 |
|
|
2023
Q2 | $739K | Hold |
3,614
| – | – | 0.22% | 43 |
|
|
2023
Q1 | $727K | Hold |
3,614
| – | – | 0.23% | 38 |
|
|
2022
Q4 | $748K | Hold |
3,614
| – | – | 0.25% | 38 |
|
|
2022
Q3 | $704K | Buy |
3,614
+59
| +2% | +$13.1K | 0.28% | 26 |
|
|
2022
Q2 | $758K | Sell |
3,555
-179
| -5% | -$40.7K | 0.26% | 29 |
|
|
2022
Q1 | $1.02M | Hold |
3,734
| – | – | 0.31% | 28 |
|
|
2021
Q4 | $941K | Hold |
3,734
| – | – | 0.31% | 28 |
|
|
2021
Q3 | $732K | Hold |
3,734
| – | – | 0.23% | 36 |
|
|
2021
Q2 | $821K | Hold |
3,734
| – | – | 0.3% | 27 |
|
|
2021
Q1 | $823K | Hold |
3,734
| – | – | 0.3% | 29 |
|
|
2020
Q4 | $777K | Sell |
3,734
-55
| -1% | -$11K | 0.27% | 30 |
|
|
2020
Q3 | $746K | Hold |
3,789
| – | – | 0.28% | 27 |
|
|
2020
Q2 | $641K | Hold |
3,789
| – | – | 0.26% | 25 |
|
|
2020
Q1 | $534K | Buy |
3,789
+55
| +1% | +$9.09K | 0.24% | 29 |
|
|
2019
Q4 | $675K | Hold |
3,734
| – | – | 0.26% | 33 |
|
|
2019
Q3 | $605K | Hold |
3,734
| – | – | 0.25% | 34 |
|
|
2019
Q2 | $631K | Hold |
3,734
| – | – | 0.28% | 33 |
|
|
2019
Q1 | $624K | Sell |
3,734
-550
| -13% | -$88.5K | 0.28% | 32 |
|
|
2018
Q4 | $592K | Hold |
4,284
| – | – | 0.28% | 40 |
|
|
2018
Q3 | $698K | Hold |
4,284
| – | – | 0.32% | 29 |
|
|
2018
Q2 | $607K | Sell |
4,284
-195
| -4% | -$27.2K | 0.29% | 29 |
|
|
2018
Q1 | $602K | Sell |
4,479
-114
| -2% | -$15.3K | 0.31% | 30 |
|
|
2017
Q4 | $616K | Hold |
4,593
| – | – | 0.38% | 28 |
|
|
2017
Q3 | $533K | Hold |
4,593
| – | – | 0.35% | 31 |
|
|
2017
Q2 | $500K | Sell |
4,593
-375
| -8% | -$40.9K | 0.35% | 34 |
|
|
2017
Q1 | $526K | Sell |
4,968
-416
| -8% | -$44.4K | 0.38% | 31 |
|
|
2016
Q4 | $558K | Sell |
5,384
-116
| -2% | -$11.4K | 0.5% | 29 |
|
|
2016
Q3 | $536K | Hold |
5,500
| – | – | 0.57% | 23 |
|
|
2016
Q2 | $479K | Hold |
5,500
| – | – | 0.53% | 25 |
|
|
2016
Q1 | $438K | Hold |
5,500
| – | – | 0.4% | 27 |
|
|
2015
Q4 | $430K | Hold |
5,500
| – | – | 0.34% | 33 |
|
|
2015
Q3 | $486K | Hold |
5,500
| – | – | 0.6% | 26 |
|
|
2015
Q2 | $525K | Hold |
5,500
| – | – | 0.57% | 29 |
|
|
2015
Q1 | $596K | Hold |
5,500
| – | – | 0.61% | 19 |
|
|
2014
Q4 | $655K | Buy |
+5,500
| New | +$631K | 0.7% | 20 |
|
Other funds holding UNP
Burt Wealth Advisors's UNP Position: Q3 2025 in Review
Burt Wealth Advisors held its Union Pacific (UNP) position steady in Q3 2025 at 3,432 shares worth $811K. The position accounts for 0.2% of the portfolio, ranked #53.
Burt Wealth Advisors first reported a position in UNP in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.02M in Q1 2022. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.
- Burt Wealth Advisors held 3,432 shares of Union Pacific worth $811K as of Q3 2025.
- Burt Wealth Advisors left its Union Pacific share count unchanged in Q3 2025.
- Union Pacific made up 0.2% of Burt Wealth Advisors's portfolio in Q3 2025, its #53 holding.
- Burt Wealth Advisors first reported a position in Union Pacific in Q4 2014 and has held it in 44 quarters since.
- Burt Wealth Advisors's Union Pacific position peaked at $1.02M in Q1 2022.
- 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.