JPMorgan Chase & Co’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.96M Buy
2025
Q1
$2.1M Sell
2024
Q4
$4.02M Buy
2024
Q3
$2.02M Buy
2024
Q2
$291K Sell
2024
Q1
$409K Buy
2023
Q4
$268K Sell
2023
Q3
$203K Sell
2023
Q2
$320K Buy