Carson Wealth (CWM LLC)’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
2,240
-1,028
| -31% | -$239K | ﹤0.01% | 1568 |
|
|
2025
Q1 | $779K | Sell |
3,268
-533
| -14% | -$127K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $1.08M | Sell |
3,801
-1,465
| -28% | -$418K | ﹤0.01% | 1035 |
|
|
2024
Q3 | $1.39M | Buy |
5,266
+2,566
| +95% | +$676K | 0.01% | 855 |
|
|
2024
Q2 | $648K | Buy |
2,700
+1,281
| +90% | +$307K | ﹤0.01% | 1093 |
|
|
2024
Q1 | $329K | Buy |
1,419
+73
| +5% | +$16.9K | ﹤0.01% | 1293 |
|
|
2023
Q4 | $262K | Buy |
1,346
+128
| +11% | +$24.9K | ﹤0.01% | 1299 |
|
|
2023
Q3 | $165K | Buy |
1,218
+33
| +3% | +$4.47K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $187K | Buy |
1,185
+112
| +10% | +$17.7K | ﹤0.01% | 1276 |
|
|
2023
Q1 | $217K | Buy |
1,073
+733
| +216% | +$148K | ﹤0.01% | 1163 |
|
|
2022
Q4 | $69K | Sell |
340
-110
| -24% | -$22.3K | ﹤0.01% | 1549 |
|
|
2022
Q3 | $50K | Buy |
450
+164
| +57% | +$18.2K | ﹤0.01% | 1649 |
|
|
2022
Q2 | $39K | Sell |
286
-40
| -12% | -$5.46K | ﹤0.01% | 1737 |
|
|
2022
Q1 | $59K | Buy |
326
+153
| +88% | +$27.7K | ﹤0.01% | 1530 |
|
|
2021
Q4 | $50K | Buy |
+173
| New | +$50K | ﹤0.01% | 1560 |
|
|
2021
Q2 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2021
Q1 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q4 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q3 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q2 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q1 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q4 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q3 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q2 | $47K | Hold |
145
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q1 | $47K | Buy |
145
+52
| +56% | +$16.9K | ﹤0.01% | 1419 |
|
|
2018
Q4 | $15K | Buy |
93
+24
| +35% | +$3.87K | ﹤0.01% | 1210 |
|
|
2018
Q3 | $11K | Buy |
69
+27
| +64% | +$4.3K | ﹤0.01% | 1121 |
|
|
2018
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 1132 |
|
|
2018
Q1 | $6K | Sell |
42
-36
| -46% | -$5.14K | ﹤0.01% | 959 |
|
|
2017
Q4 | $10K | Hold |
78
| – | – | ﹤0.01% | 879 |
|
|
2017
Q3 | $7K | Buy |
78
+3
| +4% | +$269 | ﹤0.01% | 981 |
|
|
2017
Q2 | $7K | Buy |
75
+59
| +369% | +$5.51K | ﹤0.01% | 829 |
|
|
2017
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 968 |
|