Cassaday & Co Wealth Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Cassaday & Co Wealth Management’s Portfolio BHRB Stock Details BHRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$267K	Hold
2025 Q2	$258K	Hold
2025 Q1	$242K	Hold
2024 Q4	$269K	Hold
2024 Q3	$263K	Hold
2024 Q2	$220K	Hold
2024 Q1	$242K	Hold
2023 Q4	$272K	Sell
2023 Q3	$281K	Buy