WhitTier 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 | $4.73K | Hold |
14
| – | – | ﹤0.01% | 1155 |
|
|
2025
Q4 | $4.36K | Sell |
14
-6
| -30% | -$1.63K | ﹤0.01% | 1090 |
|
|
2025
Q3 | $5.18K | Hold |
20
| – | – | ﹤0.01% | 1068 |
|
|
2025
Q2 | $4.65K | Sell |
20
-5
| -20% | -$1.19K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $5.96K | Hold |
25
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q4 | $7.13K | Hold |
25
| – | – | ﹤0.01% | 1108 |
|
|
2024
Q3 | $6.59K | Hold |
25
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q2 | $6K | Sell |
25
-1
| -4% | -$206 | ﹤0.01% | 1050 |
|
|
2024
Q1 | $6.04K | Buy |
26
+2
| +8% | +$408 | ﹤0.01% | 1011 |
|
|
2023
Q4 | $4.67K | Sell |
24
-1
| -4% | -$149 | ﹤0.01% | 1043 |
|
|
2023
Q3 | $3.38K | Sell |
25
-1
| -4% | -$160 | ﹤0.01% | 1035 |
|
|
2023
Q2 | $4.09K | Sell |
26
-204
| -89% | -$35K | ﹤0.01% | 1046 |
|
|
2023
Q1 | $46.5K | Hold |
230
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $46.6K | Hold |
230
| – | – | ﹤0.01% | 680 |
|
|
2022
Q3 | $26K | Buy |
+230
| New | +$33.5K | ﹤0.01% | 770 |
|
|
2022
Q2 | – | Sell |
-65
| Closed | -$12K | – | 1128 |
|
|
2022
Q1 | $12K | Hold |
65
| – | – | ﹤0.01% | 890 |
|
|
2021
Q4 | $19K | Hold |
65
| – | – | ﹤0.01% | 814 |
|
|
2021
Q3 | $18K | Hold |
65
| – | – | ﹤0.01% | 849 |
|
|
2021
Q2 | $21K | Hold |
65
| – | – | ﹤0.01% | 785 |
|
|
2021
Q1 | $19K | Hold |
65
| – | – | ﹤0.01% | 783 |
|
|
2020
Q4 | $17K | Buy |
+65
| New | +$14.5K | ﹤0.01% | 770 |
|
|
2018
Q1 | – | Sell |
-60
| Closed | -$7K | – | 1011 |
|
|
2017
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 829 |
|
|
2017
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 835 |
|
|
2017
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 808 |
|
|
2017
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 819 |
|
|
2016
Q4 | $5K | Buy |
+60
| New | +$4.84K | ﹤0.01% | 845 |
|
Other funds holding BURL
VPM
VCM
