Burke & Herbert Bank & Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $2.17M | Sell |
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|
2024
Q4 | $2.64M | Hold |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $1.93M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $241K | Hold |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $207K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $245K | Hold |
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|
2019
Q3 | $220K | Buy |
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