BHBT
Burke & Herbert Bank & Trust’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
9,650
-175
| -2% | -$30.2K | 0.37% | 78 |
|
|
2025
Q1 | $2.17M | Sell |
9,825
-3,025
| -24% | -$668K | 0.52% | 49 |
|
|
2024
Q4 | $2.64M | Hold |
12,850
| – | – | 0.63% | 41 |
|
|
2024
Q3 | $2.31M | Sell |
12,850
-85
| -0.7% | -$15.3K | 0.54% | 50 |
|
|
2024
Q2 | $1.93M | Buy |
+12,935
| New | +$1.93M | 0.47% | 58 |
|
|
2021
Q3 | – | Sell |
-2,121
| Closed | -$227K | – | 148 |
|
|
2021
Q2 | $227K | Hold |
2,121
| – | – | 0.15% | 137 |
|
|
2021
Q1 | $252K | Hold |
2,121
| – | – | 0.17% | 127 |
|
|
2020
Q4 | $241K | Hold |
2,121
| – | – | 0.17% | 129 |
|
|
2020
Q3 | $219K | Hold |
2,121
| – | – | 0.17% | 124 |
|
|
2020
Q2 | $207K | Hold |
2,121
| – | – | 0.18% | 124 |
|
|
2020
Q1 | $201K | Hold |
2,121
| – | – | 0.2% | 117 |
|
|
2019
Q4 | $245K | Hold |
2,121
| – | – | 0.19% | 124 |
|
|
2019
Q3 | $220K | Buy |
+2,121
| New | +$220K | 0.19% | 120 |
|