Mittelman Wealth Management’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 Q1	–	Sell	-7,801	Closed	-$486K	–	34
2024 Q4	$486K	Sell	7,801 -3,000	-28%	-$187K	0.45%	23
2024 Q3	$659K	Buy	+10,801	New	+$659K	0.37%	17