Charles Schwab’s Burke & Herbert Financial Services Corp BHRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $6.82M | Sell |
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|
2025
Q3 | $6.86M | Buy |
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|
2025
Q2 | $6.56M | Buy |
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|
2025
Q1 | $6.09M | Sell |
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|
2024
Q4 | $6.89M | Buy |
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|
2024
Q3 | $6.62M | Buy |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $991K | Hold |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $945K | Buy |
|