HAM
HoldCo Asset Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
+10,480
| New | +$626K | 0.1% | 20 |
|
|
2024
Q3 | $639K | Hold |
10,480
| – | – | 3.38% | 11 |
|
|
2024
Q2 | $534K | Hold |
10,480
| – | – | 3.27% | 12 |
|
|
2024
Q1 | $587K | Hold |
10,480
| – | – | 3.51% | 12 |
|
|
2023
Q4 | $659K | Hold |
10,480
| – | – | 1.86% | 17 |
|
|
2023
Q3 | $487K | Hold |
10,480
| – | – | 1.36% | 19 |
|
|
2023
Q2 | $673K | Buy |
+10,480
| New | +$673K | 0.43% | 17 |
|