Dorsey & Whitney Trust’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
1,007
-45
| -4% | -$10.5K | 0.01% | 599 |
|
|
2025
Q1 | $251K | Buy |
1,052
+128
| +14% | +$30.5K | 0.01% | 572 |
|
|
2024
Q4 | $263K | Buy |
924
+1
| +0.1% | +$285 | 0.01% | 560 |
|
|
2024
Q3 | $243K | Buy |
+923
| New | +$243K | 0.01% | 590 |
|
|
2019
Q1 | – | Sell |
-1,332
| Closed | -$216K | – | 405 |
|
|
2018
Q4 | $216K | Buy |
1,332
+31
| +2% | +$5.03K | 0.04% | 322 |
|
|
2018
Q3 | $211K | Sell |
1,301
-155
| -11% | -$25.1K | 0.03% | 379 |
|
|
2018
Q2 | $220K | Sell |
1,456
-535
| -27% | -$80.8K | 0.04% | 339 |
|
|
2018
Q1 | $265K | Sell |
1,991
-564
| -22% | -$75.1K | 0.05% | 270 |
|
|
2017
Q4 | $314K | Sell |
2,555
-307
| -11% | -$37.7K | 0.06% | 227 |
|
|
2017
Q3 | $273K | Hold |
2,862
| – | – | 0.05% | 252 |
|
|
2017
Q2 | $263K | Sell |
2,862
-856
| -23% | -$78.7K | 0.05% | 256 |
|
|
2017
Q1 | $362K | Sell |
3,718
-863
| -19% | -$84K | 0.07% | 194 |
|
|
2016
Q4 | $388K | Sell |
4,581
-595
| -11% | -$50.4K | 0.09% | 159 |
|
|
2016
Q3 | $420K | Buy |
5,176
+409
| +9% | +$33.2K | 0.1% | 153 |
|
|
2016
Q2 | $318K | Buy |
4,767
+145
| +3% | +$9.67K | 0.07% | 182 |
|
|
2016
Q1 | $260K | Buy |
+4,622
| New | +$260K | 0.07% | 194 |
|