HoldCo Asset Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

HoldCo Asset Management’s Portfolio BHRB Stock Details BHRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$647K	Hold
2025 Q2	$626K	Buy
2024 Q3	$639K	Hold
2024 Q2	$534K	Hold
2024 Q1	$587K	Hold
2023 Q4	$659K	Hold
2023 Q3	$487K	Hold
2023 Q2	$673K	Buy