JPMorgan Chase & Co’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 | $2.96M | Buy |
49,511
+12,057
| +32% | +$720K | ﹤0.01% | 3079 |
|
|
2025
Q1 | $2.1M | Sell |
37,454
-27,072
| -42% | -$1.52M | ﹤0.01% | 3224 |
|
|
2024
Q4 | $4.02M | Buy |
64,526
+31,327
| +94% | +$1.95M | ﹤0.01% | 2914 |
|
|
2024
Q3 | $2.02M | Buy |
33,199
+27,490
| +482% | +$1.68M | ﹤0.01% | 3259 |
|
|
2024
Q2 | $291K | Sell |
5,709
-1,588
| -22% | -$81K | ﹤0.01% | 4090 |
|
|
2024
Q1 | $409K | Buy |
7,297
+3,039
| +71% | +$170K | ﹤0.01% | 4081 |
|
|
2023
Q4 | $268K | Sell |
4,258
-110
| -3% | -$6.92K | ﹤0.01% | 4255 |
|
|
2023
Q3 | $203K | Sell |
4,368
-622
| -12% | -$28.9K | ﹤0.01% | 4233 |
|
|
2023
Q2 | $320K | Buy |
+4,990
| New | +$320K | ﹤0.01% | 4006 |
|