Pathstone Holdings’s Burlington BURL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
5,687
-266
-4% -$61.9K 0.01% 1241
2025
Q1
$1.42M Buy
5,953
+338
+6% +$80.6K 0.01% 1168
2024
Q4
$1.6M Buy
5,615
+25
+0.4% +$7.13K 0.01% 1101
2024
Q3
$1.47M Sell
5,590
-67
-1% -$17.7K 0.01% 1156
2024
Q2
$1.36M Buy
5,657
+358
+7% +$85.9K 0.01% 1136
2024
Q1
$1.23M Buy
5,299
+708
+15% +$164K 0.01% 1153
2023
Q4
$893K Buy
+4,591
New +$893K ﹤0.01% 1139