Nicolet Advisory Services’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
2,733
+16
| +0.6% | +$4.37K | 0.06% | 158 |
|
|
2025
Q1 | $661K | Buy |
2,717
+54
| +2% | +$13.1K | 0.07% | 162 |
|
|
2024
Q4 | $764K | Buy |
2,663
+201
| +8% | +$57.7K | 0.07% | 150 |
|
|
2024
Q3 | $640K | Buy |
2,462
+140
| +6% | +$36.4K | 0.06% | 169 |
|
|
2024
Q2 | $563K | Buy |
2,322
+589
| +34% | +$143K | 0.05% | 173 |
|
|
2024
Q1 | $346K | Buy |
+1,733
| New | +$346K | 0.04% | 246 |
|