Burney Company’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $222K | Sell |
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|
2025
Q2 | $568K | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $726K | Sell |
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|
2022
Q4 | $706K | Sell |
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|
2022
Q3 | $832K | Hold |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $913K | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.97M | Sell |
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|
2021
Q1 | $2.85M | Sell |
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|
2020
Q4 | $5.79M | Sell |
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|
2020
Q3 | $5.98M | Sell |
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|
2020
Q2 | $7.95M | Sell |
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|
2020
Q1 | $6.61M | Sell |
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|
2019
Q4 | $7.18M | Buy |
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|
2019
Q3 | $6.49M | Buy |
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|
2019
Q2 | $7.03M | Buy |
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|
2019
Q1 | $5.78M | Buy |
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|
2018
Q4 | $4.12M | Buy |
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|
2018
Q3 | $3.51M | Buy |
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|
2018
Q2 | $2.7M | Buy |
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|
2018
Q1 | $2.35M | Sell |
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|
2017
Q4 | $2.32M | Buy |
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|
2017
Q3 | $2.07M | Buy |
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|
2017
Q2 | $1.71M | Buy |
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|
2017
Q1 | $1.6M | Buy |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.17M | Buy |
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $1.2M | Buy |
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|
2015
Q2 | $797K | Buy |
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|
2015
Q1 | $712K | Buy |
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|
2014
Q4 | $489K | Buy |
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|
2014
Q3 | $385K | Buy |
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