Carson Wealth (CWM LLC)’s Burke & Herbert Financial Services Corp BHRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Buy |
841
+740
| +733% | +$44K | ﹤0.01% | 3268 |
|
|
2025
Q1 | $6K | Buy |
101
+40
| +66% | +$2.38K | ﹤0.01% | 4333 |
|
|
2024
Q4 | $4K | Sell |
61
-19
| -24% | -$1.25K | ﹤0.01% | 4273 |
|
|
2024
Q3 | $5K | Buy |
80
+37
| +86% | +$2.31K | ﹤0.01% | 4064 |
|
|
2024
Q2 | $2K | Buy |
43
+40
| +1,333% | +$1.86K | ﹤0.01% | 4164 |
|
|
2024
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4318 |
|