Morgan Stanley’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 | $2.98M | Sell |
49,901
-4,608
| -8% | -$275K | ﹤0.01% | 4452 |
|
|
2025
Q1 | $3.06M | Sell |
54,509
-15,726
| -22% | -$882K | ﹤0.01% | 4310 |
|
|
2024
Q4 | $4.38M | Buy |
70,235
+17,583
| +33% | +$1.1M | ﹤0.01% | 4106 |
|
|
2024
Q3 | $3.21M | Buy |
52,652
+37,146
| +240% | +$2.27M | ﹤0.01% | 4311 |
|
|
2024
Q2 | $791K | Buy |
15,506
+6,196
| +67% | +$316K | ﹤0.01% | 5095 |
|
|
2024
Q1 | $522K | Sell |
9,310
-15,810
| -63% | -$886K | ﹤0.01% | 5290 |
|
|
2023
Q4 | $1.58M | Buy |
25,120
+19,339
| +335% | +$1.22M | ﹤0.01% | 5061 |
|
|
2023
Q3 | $269K | Buy |
5,781
+1,388
| +32% | +$64.5K | ﹤0.01% | 5447 |
|
|
2023
Q2 | $282K | Buy |
+4,393
| New | +$282K | ﹤0.01% | 5489 |
|