Loring Wolcott & Coolidge Fiduciary Advisors’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-500	Closed	-$127K	–	575
2024 Q2	$127K	Hold	500	–	–	﹤0.01%	314
2024 Q1	$88.8K	Hold	500	–	–	﹤0.01%	344
2023 Q4	$95.6K	Hold	500	–	–	﹤0.01%	351
2023 Q3	$63.1K	Hold	500	–	–	﹤0.01%	401
2023 Q2	$78.7K	Hold	500	–	–	﹤0.01%	390
2023 Q1	$101K	Hold	500	–	–	﹤0.01%	343
2022 Q4	$101K	Hold	500	–	–	﹤0.01%	341
2022 Q3	$56K	Hold	500	–	–	﹤0.01%	395
2022 Q2	$68K	Hold	500	–	–	﹤0.01%	395
2022 Q1	$91K	Hold	500	–	–	﹤0.01%	387
2021 Q4	$146K	Hold	500	–	–	﹤0.01%	349
2021 Q3	$142K	Sell	500 -7	-1%	-$2.24K	﹤0.01%	346
2021 Q2	$163K	Buy	+507	New	+$161K	﹤0.01%	342
2021 Q1	–	Sell	-500	Closed	-$131K	–	361
2020 Q4	$131K	Hold	500	–	–	﹤0.01%	319
2020 Q3	$103K	Hold	500	–	–	﹤0.01%	320
2020 Q2	$98K	Hold	500	–	–	﹤0.01%	311
2020 Q1	$79K	Buy	+500	New	+$105K	﹤0.01%	321
2017 Q4	–	Sell	-9	Closed	–	–	755
2017 Q3	$0	Buy	+9	New	+$790	﹤0.01%	797