UBS Group’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 | $1.75M | Buy |
29,316
+16,603
| +131% | +$992K | ﹤0.01% | 3936 |
|
|
2025
Q1 | $713K | Buy |
12,713
+663
| +6% | +$37.2K | ﹤0.01% | 4438 |
|
|
2024
Q4 | $751K | Buy |
12,050
+4,790
| +66% | +$299K | ﹤0.01% | 4426 |
|
|
2024
Q3 | $443K | Sell |
7,260
-5,017
| -41% | -$306K | ﹤0.01% | 4181 |
|
|
2024
Q2 | $626K | Buy |
12,277
+5,715
| +87% | +$291K | ﹤0.01% | 3765 |
|
|
2024
Q1 | $368K | Sell |
6,562
-502
| -7% | -$28.1K | ﹤0.01% | 4311 |
|
|
2023
Q4 | $444K | Buy |
7,064
+3,532
| +100% | +$222K | ﹤0.01% | 4053 |
|
|
2023
Q3 | $164K | Sell |
3,532
-300
| -8% | -$13.9K | ﹤0.01% | 4394 |
|
|
2023
Q2 | $246K | Buy |
+3,832
| New | +$246K | ﹤0.01% | 4323 |
|