BHBT
Burke & Herbert Bank & Trust’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Sell |
1,205
-62
| -5% | -$48.8K | 0.21% | 119 |
|
|
2025
Q1 | $778K | Hold |
1,267
| – | – | 0.19% | 130 |
|
|
2024
Q4 | $796K | Hold |
1,267
| – | – | 0.19% | 130 |
|
|
2024
Q3 | $787K | Sell |
1,267
-24
| -2% | -$14.9K | 0.18% | 132 |
|
|
2024
Q2 | $848K | Buy |
1,291
+401
| +45% | +$264K | 0.21% | 123 |
|
|
2024
Q1 | $579K | Hold |
890
| – | – | 0.44% | 56 |
|
|
2023
Q4 | $556K | Sell |
890
-12
| -1% | -$7.5K | 0.4% | 62 |
|
|
2023
Q3 | $461K | Sell |
902
-10
| -1% | -$5.11K | 0.37% | 70 |
|
|
2023
Q2 | $418K | Hold |
912
| – | – | 0.28% | 88 |
|
|
2023
Q1 | $407K | Hold |
912
| – | – | 0.3% | 97 |
|
|
2022
Q4 | $355K | Hold |
912
| – | – | 0.26% | 101 |
|
|
2022
Q3 | $353K | Sell |
912
-20
| -2% | -$7.74K | 0.29% | 93 |
|
|
2022
Q2 | $359K | Sell |
932
-54
| -5% | -$20.8K | 0.27% | 96 |
|
|
2022
Q1 | $474K | Sell |
986
-94
| -9% | -$45.2K | 0.3% | 91 |
|
|
2021
Q4 | $695K | Sell |
1,080
-10
| -0.9% | -$6.44K | 0.41% | 73 |
|
|
2021
Q3 | $588K | Sell |
1,090
-15
| -1% | -$8.09K | 0.38% | 76 |
|
|
2021
Q2 | $542K | Sell |
1,105
-10
| -0.9% | -$4.91K | 0.35% | 82 |
|
|
2021
Q1 | $427K | Hold |
1,115
| – | – | 0.29% | 99 |
|
|
2020
Q4 | $424K | Hold |
1,115
| – | – | 0.3% | 96 |
|
|
2020
Q3 | $364K | Buy |
1,115
+60
| +6% | +$19.6K | 0.29% | 95 |
|
|
2020
Q2 | $312K | Hold |
1,055
| – | – | 0.27% | 101 |
|
|
2020
Q1 | $243K | Hold |
1,055
| – | – | 0.25% | 107 |
|
|
2019
Q4 | $276K | Buy |
+1,055
| New | +$276K | 0.21% | 117 |
|