Modera Wealth Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Modera Wealth Management’s Portfolio BHRB Stock Details BHRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$370K	Hold
2025 Q1	$348K	Sell
2024 Q4	$392K	Hold
2024 Q3	$383K	Buy