Wealthspire Advisors (New York)’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 | $267K | Buy |
4,472
+43
| +1% | +$2.57K | ﹤0.01% | 700 |
|
|
2025
Q1 | $249K | Sell |
4,429
-1,377
| -24% | -$77.3K | ﹤0.01% | 686 |
|
|
2024
Q4 | $362K | Sell |
5,806
-241
| -4% | -$15K | ﹤0.01% | 599 |
|
|
2024
Q3 | $369K | Buy |
6,047
+48
| +0.8% | +$2.93K | ﹤0.01% | 572 |
|
|
2024
Q2 | $306K | Sell |
5,999
-622
| -9% | -$31.7K | ﹤0.01% | 534 |
|
|
2024
Q1 | $371K | Buy |
6,621
+63
| +1% | +$3.53K | ﹤0.01% | 484 |
|
|
2023
Q4 | $412K | Buy |
6,558
+71
| +1% | +$4.47K | 0.01% | 450 |
|
|
2023
Q3 | $301K | Buy |
6,487
+68
| +1% | +$3.16K | 0.01% | 482 |
|
|
2023
Q2 | $412K | Buy |
+6,419
| New | +$412K | 0.01% | 402 |
|