Creative Planning’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 | $1.23M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $794K | Buy |
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|
2023
Q4 | $571K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $239K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $603K | Buy |
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|
2018
Q3 | $586K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $23K | Buy |
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|
2017
Q1 | $8K | Sell |
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|
2016
Q4 | $32K | Buy |
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|
2016
Q3 | $6K | Buy |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $2K | Buy |
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|
2015
Q4 | $2K | Sell |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $14K | Buy |
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