HB 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
$224K Sell
965
-35
-4% -$8.14K ﹤0.01% 1043
2025
Q1
$238K Buy
1,000
+72
+8% +$17.2K ﹤0.01% 1041
2024
Q4
$265K Buy
+928
New +$265K ﹤0.01% 847