Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$422K Buy
6,600
+470
+8% +$30K ﹤0.01% 2337
2025
Q1 		$344K Buy
6,130
+23
+0.4% +$1.29K ﹤0.01% 2320
2024
Q4 		$381K Buy
+6,107
New +$381K ﹤0.01% 2172