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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.67M | Buy |
23,567
+15,899
| +207% | +$4.87M | 0.01% | 875 |
|
|
2025
Q4 | $2.21M | Buy |
7,668
+2,022
| +36% | +$549K | ﹤0.01% | 1648 |
|
|
2025
Q3 | $1.44M | Buy |
5,646
+338
| +6% | +$91.8K | ﹤0.01% | 1802 |
|
|
2025
Q2 | $1.23M | Sell |
5,308
-359
| -6% | -$85.3K | ﹤0.01% | 1684 |
|
|
2025
Q1 | $1.35M | Buy |
5,667
+596
| +12% | +$154K | ﹤0.01% | 1479 |
|
|
2024
Q4 | $1.45M | Buy |
5,071
+98
| +2% | +$26.5K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $1.31M | Buy |
4,973
+781
| +19% | +$202K | ﹤0.01% | 1322 |
|
|
2024
Q2 | $1.01M | Buy |
4,192
+773
| +23% | +$159K | ﹤0.01% | 1395 |
|
|
2024
Q1 | $794K | Buy |
3,419
+482
| +16% | +$98.3K | ﹤0.01% | 1512 |
|
|
2023
Q4 | $571K | Buy |
2,937
+1,382
| +89% | +$206K | ﹤0.01% | 1617 |
|
|
2023
Q3 | $210K | Buy |
1,555
+177
| +13% | +$28.4K | ﹤0.01% | 2206 |
|
|
2023
Q2 | $217K | Sell |
1,378
-77
| -5% | -$13.2K | ﹤0.01% | 2157 |
|
|
2023
Q1 | $294K | Buy |
1,455
+178
| +14% | +$38.9K | ﹤0.01% | 1834 |
|
|
2022
Q4 | $259K | Buy |
+1,277
| New | +$204K | ﹤0.01% | 1823 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 2313 |
|
|
2022
Q1 | $0 | Sell |
2
-967
| -100% | -$212K | ﹤0.01% | 2357 |
|
|
2021
Q4 | $282K | Buy |
969
+115
| +13% | +$32.3K | ﹤0.01% | 1667 |
|
|
2021
Q3 | $242K | Buy |
854
+24
| +3% | +$7.67K | ﹤0.01% | 1730 |
|
|
2021
Q2 | $267K | Sell |
830
-1,784
| -68% | -$568K | ﹤0.01% | 1626 |
|
|
2021
Q1 | $781K | Buy |
2,614
+1,701
| +186% | +$462K | ﹤0.01% | 1181 |
|
|
2020
Q4 | $239K | Buy |
+913
| New | +$203K | ﹤0.01% | 1764 |
|
|
2019
Q1 | – | Sell |
-3,708
| Closed | -$603K | – | 1994 |
|
|
2018
Q4 | $603K | Buy |
3,708
+109
| +3% | +$17.6K | ﹤0.01% | 870 |
|
|
2018
Q3 | $586K | Buy |
+3,599
| New | +$574K | ﹤0.01% | 998 |
|
|
2017
Q3 | – | Sell |
-245
| Closed | -$23K | – | 2132 |
|
|
2017
Q2 | $23K | Buy |
245
+167
| +214% | +$16.1K | ﹤0.01% | 3080 |
|
|
2017
Q1 | $8K | Sell |
78
-300
| -79% | -$26.6K | ﹤0.01% | 3705 |
|
|
2016
Q4 | $32K | Buy |
378
+303
| +404% | +$24.5K | ﹤0.01% | 2734 |
|
|
2016
Q3 | $6K | Buy |
75
+38
| +103% | +$2.94K | ﹤0.01% | 3787 |
|
|
2016
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 3984 |
|
|
2016
Q1 | $2K | Buy |
37
+1
| +3% | +$52 | ﹤0.01% | 3923 |
|
|
2015
Q4 | $2K | Sell |
36
-123
| -77% | -$5.7K | ﹤0.01% | 4003 |
|
|
2015
Q3 | $8K | Buy |
+159
| New | +$8.49K | ﹤0.01% | 3324 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$14K | – | 4218 |
|
|
2014
Q4 | $14K | Buy |
+300
| New | +$12.8K | ﹤0.01% | 2895 |
|
Other funds holding BURL
VPM
VCM
