Private Trust Company’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 | $3.58K | Hold |
11
| – | – | ﹤0.01% | 2276 |
|
|
2025
Q4 | $3.18K | Sell |
11
-87
| -89% | -$23.6K | ﹤0.01% | 2273 |
|
|
2025
Q3 | $24.8K | Buy |
98
+1
| +1% | +$272 | ﹤0.01% | 1550 |
|
|
2025
Q2 | $22.4K | Sell |
97
-11
| -10% | -$2.62K | ﹤0.01% | 1519 |
|
|
2025
Q1 | $25.7K | Hold |
108
| – | – | ﹤0.01% | 1451 |
|
|
2024
Q4 | $30.8K | Hold |
108
| – | – | ﹤0.01% | 1342 |
|
|
2024
Q3 | $28.5K | Sell |
108
-26
| -19% | -$6.73K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $32.2K | Buy |
134
+88
| +191% | +$18.1K | ﹤0.01% | 1284 |
|
|
2024
Q1 | $10.7K | Sell |
46
-9
| -16% | -$1.84K | ﹤0.01% | 1638 |
|
|
2023
Q4 | $10.7K | Buy |
55
+25
| +83% | +$3.73K | ﹤0.01% | 1634 |
|
|
2023
Q3 | $4.06K | Hold |
30
| – | – | ﹤0.01% | 1943 |
|
|
2023
Q2 | $4.72K | Hold |
30
| – | – | ﹤0.01% | 1898 |
|
|
2023
Q1 | $6.06K | Hold |
30
| – | – | ﹤0.01% | 1782 |
|
|
2022
Q4 | $6K | Buy |
30
+23
| +329% | +$3.67K | ﹤0.01% | 1721 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1931 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1.27K | ﹤0.01% | 2015 |
|
|
2021
Q4 | – | Sell |
-921
| Closed | -$261K | – | 378 |
|
|
2021
Q3 | $261K | Hold |
921
| – | – | 0.04% | 359 |
|
|
2021
Q2 | $297K | Buy |
+921
| New | +$293K | 0.05% | 337 |
|
|
2014
Q4 | – | Sell |
-23
| Closed | -$1K | – | 418 |
|
|
2014
Q3 | $1K | Buy |
23
+12
| +109% | +$415 | ﹤0.01% | 1709 |
|
|
2014
Q2 | $0 | Buy |
+11
| New | +$318 | ﹤0.01% | 1948 |
|
Other funds holding BURL
VPM
VCM
