Concord Wealth Partners’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7K | Hold |
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|
2025
Q1 | $44.8K | Hold |
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|
2024
Q4 | $53.6K | Hold |
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|
2024
Q3 | $49.5K | Hold |
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|
2024
Q2 | $45.1K | Hold |
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|
2024
Q1 | $43.7K | Hold |
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|
2023
Q4 | $36.6K | Sell |
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|
2023
Q3 | $26.5K | Hold |
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|
2023
Q2 | $30.8K | Hold |
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|
2023
Q1 | $39.6K | Hold |
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|
2022
Q4 | $39.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $59K | Buy |
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|
2020
Q4 | $49K | Buy |
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