Montgomery Investment Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Montgomery Investment Management’s Portfolio BHRB Stock Details BHRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$299K	Hold
2024 Q1	$329K	Hold
2023 Q4	$369K	Hold
2023 Q3	$273K	Hold
2023 Q2	$377K	Buy