Itau Unibanco Holding S.A.’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 | – | Sell |
-374
| Closed | -$108K | – | 371 |
|
|
2025
Q4 | $108K | Buy |
+374
| New | +$101K | ﹤0.01% | 201 |
|
|
2025
Q3 | – | Sell |
-14,140
| Closed | -$3.37M | – | 406 |
|
|
2025
Q2 | $3.37M | Hold |
14,140
| – | – | 0.13% | 79 |
|
|
2025
Q1 | $3.37M | Sell |
14,140
-988
| -7% | -$256K | 0.13% | 80 |
|
|
2024
Q4 | $4.31M | Buy |
15,128
+3,258
| +27% | +$880K | 0.13% | 69 |
|
|
2024
Q3 | $3.13M | Buy |
+11,870
| New | +$3.07M | 0.1% | 79 |
|
|
2022
Q3 | – | Sell |
-5,141
| Closed | -$700K | – | 553 |
|
|
2022
Q2 | $700K | Buy |
5,141
+2,472
| +93% | +$447K | 0.02% | 148 |
|
|
2022
Q1 | $486K | Buy |
+2,669
| New | +$585K | 0.01% | 170 |
|
|
2020
Q4 | – | Sell |
-14,156
| Closed | -$2.92M | – | 161 |
|
|
2020
Q3 | $2.92M | Buy |
14,156
+4,218
| +42% | +$822K | 0.15% | 81 |
|
|
2020
Q2 | $1.96M | Sell |
9,938
-940
| -9% | -$177K | 0.11% | 80 |
|
|
2020
Q1 | $1.72M | Buy |
10,878
+4,088
| +60% | +$861K | 0.14% | 69 |
|
|
2019
Q4 | $1.55M | Buy |
6,790
+93
| +1% | +$19.4K | 0.08% | 95 |
|
|
2019
Q3 | $1.24M | Sell |
6,697
-2,196
| -25% | -$404K | 0.07% | 82 |
|
|
2019
Q2 | $1.51M | Buy |
+8,893
| New | +$1.45M | 0.07% | 81 |
|
|
2018
Q3 | – | Sell |
-1,063
| Closed | -$160K | – | 616 |
|
|
2018
Q2 | $160K | Sell |
1,063
-4,180
| -80% | -$595K | 0.02% | 392 |
|
|
2018
Q1 | $698K | Buy |
5,243
+830
| +19% | +$103K | 0.04% | 165 |
|
|
2017
Q4 | $543K | Buy |
4,413
+1,779
| +68% | +$181K | 0.03% | 158 |
|
|
2017
Q3 | $795K | Buy |
2,634
+2,274
| +632% | +$200K | 0.06% | 201 |
|
|
2017
Q2 | $33K | Buy |
360
+20
| +6% | +$1.92K | ﹤0.01% | 341 |
|
|
2017
Q1 | $33K | Buy |
+340
| New | +$30.1K | ﹤0.01% | 290 |
|
Other funds holding BURL
VPM
VCM
