Sequoia Financial Advisors’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
2,626
-19
| -0.7% | -$4.42K | ﹤0.01% | 897 |
|
|
2025
Q1 | $630K | Buy |
2,645
+488
| +23% | +$116K | ﹤0.01% | 764 |
|
|
2024
Q4 | $615K | Sell |
2,157
-505
| -19% | -$144K | 0.01% | 731 |
|
|
2024
Q3 | $701K | Buy |
2,662
+39
| +1% | +$10.3K | 0.01% | 644 |
|
|
2024
Q2 | $630K | Buy |
2,623
+71
| +3% | +$17K | 0.01% | 614 |
|
|
2024
Q1 | $593K | Buy |
2,552
+21
| +0.8% | +$4.88K | 0.01% | 625 |
|
|
2023
Q4 | $492K | Buy |
2,531
+214
| +9% | +$41.6K | 0.01% | 735 |
|
|
2023
Q3 | $313K | Buy |
2,317
+31
| +1% | +$4.19K | 0.01% | 671 |
|
|
2023
Q2 | $360K | Buy |
+2,286
| New | +$360K | 0.01% | 630 |
|