Jentner Corp’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	$341K	Buy	5,717 +50	+0.9%	+$2.99K	0.09%	45
2025 Q1	$318K	Buy	5,667 +45	+0.8%	+$2.53K	0.1%	45
2024 Q4	$351K	Buy	5,622 +40	+0.7%	+$2.49K	0.1%	44
2024 Q3	$340K	Buy	5,582 +39	+0.7%	+$2.38K	0.1%	42
2024 Q2	$283K	Buy	+5,543	New	+$283K	0.09%	41