Geneos Wealth Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Buy |
161
+41
| +34% | +$9.54K | ﹤0.01% | 1725 |
|
|
2025
Q1 | $28.6K | Buy |
120
+96
| +400% | +$22.9K | ﹤0.01% | 2170 |
|
|
2024
Q4 | $6.84K | Sell |
24
-12
| -33% | -$3.42K | ﹤0.01% | 2206 |
|
|
2024
Q3 | $9.49K | Buy |
+36
| New | +$9.49K | ﹤0.01% | 1858 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 2081 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2603 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2774 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 2646 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 2713 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 2730 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 2764 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$4K | – | 2488 |
|
|
2019
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 2221 |
|
|
2019
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 2203 |
|
|
2019
Q2 | $3K | Sell |
19
-27
| -59% | -$4.26K | ﹤0.01% | 2202 |
|
|
2019
Q1 | $7K | Hold |
46
| – | – | ﹤0.01% | 1935 |
|
|
2018
Q4 | $7K | Buy |
46
+27
| +142% | +$4.11K | ﹤0.01% | 1870 |
|
|
2018
Q3 | $3K | Buy |
19
+4
| +27% | +$632 | ﹤0.01% | 2161 |
|
|
2018
Q2 | $2K | Sell |
15
-221
| -94% | -$29.5K | ﹤0.01% | 2091 |
|
|
2018
Q1 | $31K | Buy |
236
+221
| +1,473% | +$29K | ﹤0.01% | 1209 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 2081 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2027 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1982 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1964 |
|
|
2016
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1930 |
|
|
2016
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1858 |
|