Wedmont Private Capital’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
1,979
+25
| +1% | +$6.33K | 0.02% | 432 |
|
|
2025
Q1 | $471K | Sell |
1,954
-789
| -29% | -$190K | 0.02% | 399 |
|
|
2024
Q4 | $787K | Buy |
2,743
+1,141
| +71% | +$328K | 0.04% | 277 |
|
|
2024
Q3 | $397K | Buy |
1,602
+143
| +10% | +$35.5K | 0.02% | 431 |
|
|
2024
Q2 | $368K | Buy |
1,459
+221
| +18% | +$55.8K | 0.02% | 427 |
|
|
2024
Q1 | $247K | Buy |
+1,238
| New | +$247K | 0.02% | 501 |
|