Cassaday & Co Wealth Management’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 | $258K | Hold |
4,320
| – | – | 0.01% | 295 |
|
|
2025
Q1 | $242K | Hold |
4,320
| – | – | 0.01% | 288 |
|
|
2024
Q4 | $269K | Hold |
4,320
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $263K | Hold |
4,320
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $220K | Hold |
4,320
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $242K | Hold |
4,320
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $272K | Sell |
4,320
-1,720
| -28% | -$108K | 0.01% | 221 |
|
|
2023
Q3 | $281K | Buy |
+6,040
| New | +$281K | 0.01% | 202 |
|