Fidelity Investments’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 | $505K | Buy |
8,451
+225
| +3% | +$13.4K | ﹤0.01% | 2952 |
|
|
2025
Q1 | $462K | Buy |
8,226
+7,480
| +1,003% | +$420K | ﹤0.01% | 2928 |
|
|
2024
Q4 | $46.5K | Buy |
746
+64
| +9% | +$3.99K | ﹤0.01% | 3881 |
|
|
2024
Q3 | $41.6K | Sell |
682
-87
| -11% | -$5.31K | ﹤0.01% | 3852 |
|
|
2024
Q2 | $39.2K | Buy |
769
+574
| +294% | +$29.3K | ﹤0.01% | 3734 |
|
|
2024
Q1 | $10.9K | Buy |
195
+79
| +68% | +$4.43K | ﹤0.01% | 4235 |
|
|
2023
Q4 | $7.3K | Buy |
116
+70
| +152% | +$4.4K | ﹤0.01% | 4335 |
|
|
2023
Q3 | $2.14K | Buy |
46
+20
| +77% | +$929 | ﹤0.01% | 4524 |
|
|
2023
Q2 | $1.67K | Buy |
+26
| New | +$1.67K | ﹤0.01% | 4634 |
|