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
Q2 | $790K | Hold |
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|
2025
Q1 | $811K | Hold |
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|
2024
Q4 | $783K | Sell |
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|
2024
Q3 | $852K | Hold |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $844K | Hold |
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|
2023
Q4 | $843K | Hold |
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|
2023
Q3 | $699K | Sell |
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|
2023
Q2 | $739K | Hold |
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|
2023
Q1 | $727K | Hold |
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|
2022
Q4 | $748K | Hold |
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|
2022
Q3 | $704K | Buy |
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|
2022
Q2 | $758K | Sell |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $941K | Hold |
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|
2021
Q3 | $732K | Hold |
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|
2021
Q2 | $821K | Hold |
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|
2021
Q1 | $823K | Hold |
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|
2020
Q4 | $777K | Sell |
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|
2020
Q3 | $746K | Hold |
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|
2020
Q2 | $641K | Hold |
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|
2020
Q1 | $534K | Buy |
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|
2019
Q4 | $675K | Hold |
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|
2019
Q3 | $605K | Hold |
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|
2019
Q2 | $631K | Hold |
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|
2019
Q1 | $624K | Sell |
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|
2018
Q4 | $592K | Hold |
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|
2018
Q3 | $698K | Hold |
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|
2018
Q2 | $607K | Sell |
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|
2018
Q1 | $602K | Sell |
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|
2017
Q4 | $616K | Hold |
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|
2017
Q3 | $533K | Hold |
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|
2017
Q2 | $500K | Sell |
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|
2017
Q1 | $526K | Sell |
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|
2016
Q4 | $558K | Sell |
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|
2016
Q3 | $536K | Hold |
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|
2016
Q2 | $479K | Hold |
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|
2016
Q1 | $438K | Hold |
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|
2015
Q4 | $430K | Hold |
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|
2015
Q3 | $486K | Hold |
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|
2015
Q2 | $525K | Hold |
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|
2015
Q1 | $596K | Hold |
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|
2014
Q4 | $655K | Buy |
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