BHBT
Burke & Herbert Bank & Trust’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
928
| – | – | 0.05% | 236 |
|
|
2025
Q1 | $226K | Buy |
+928
| New | +$226K | 0.05% | 213 |
|
|
2024
Q4 | – | Sell |
-928
| Closed | -$207K | – | 232 |
|
|
2024
Q3 | $207K | Sell |
928
-65
| -7% | -$14.5K | 0.05% | 227 |
|
|
2024
Q2 | $209K | Buy |
+993
| New | +$209K | 0.05% | 221 |
|