Charles Schwab’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 | $6.56M | Buy |
109,876
+1,303
| +1% | +$77.8K | ﹤0.01% | 2214 |
|
|
2025
Q1 | $6.09M | Sell |
108,573
-1,986
| -2% | -$111K | ﹤0.01% | 2187 |
|
|
2024
Q4 | $6.89M | Buy |
110,559
+2,078
| +2% | +$130K | ﹤0.01% | 2183 |
|
|
2024
Q3 | $6.62M | Buy |
108,481
+71,105
| +190% | +$4.34M | ﹤0.01% | 2227 |
|
|
2024
Q2 | $1.91M | Buy |
37,376
+19,692
| +111% | +$1M | ﹤0.01% | 2720 |
|
|
2024
Q1 | $991K | Hold |
17,684
| – | – | ﹤0.01% | 2798 |
|
|
2023
Q4 | $1.11M | Sell |
17,684
-533
| -3% | -$33.5K | ﹤0.01% | 2794 |
|
|
2023
Q3 | $846K | Buy |
18,217
+3,503
| +24% | +$163K | ﹤0.01% | 2854 |
|
|
2023
Q2 | $945K | Buy |
+14,714
| New | +$945K | ﹤0.01% | 2790 |
|