Wealthspire Advisors (New York)’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q3	$278K	Buy
2025 Q2	$267K	Buy
2025 Q1	$249K	Sell
2024 Q4	$362K	Sell
2024 Q3	$369K	Buy
2024 Q2	$306K	Sell
2024 Q1	$371K	Buy
2023 Q4	$412K	Buy
2023 Q3	$301K	Buy
2023 Q2	$412K	Buy