Modera 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 Q2	$370K	Hold	6,200	–	–	﹤0.01%	496
2025 Q1	$348K	Sell	6,200 -80	-1%	-$4.49K	﹤0.01%	488
2024 Q4	$392K	Hold	6,280	–	–	﹤0.01%	472
2024 Q3	$383K	Buy	+6,280	New	+$383K	﹤0.01%	455