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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$296K	Buy	4,757 +209	+5%	+$13.5K	﹤0.01%	730
2025 Q4	$283K	Buy	4,548 +38	+0.8%	+$2.38K	﹤0.01%	822
2025 Q3	$278K	Buy	4,510 +38	+0.8%	+$2.35K	﹤0.01%	697
2025 Q2	$267K	Buy	4,472 +43	+1%	+$2.38K	﹤0.01%	700
2025 Q1	$249K	Sell	4,429 -1,377	-24%	-$84.2K	﹤0.01%	686
2024 Q4	$362K	Sell	5,806 -241	-4%	-$15.8K	﹤0.01%	599
2024 Q3	$369K	Buy	6,047 +48	+0.8%	+$2.94K	﹤0.01%	572
2024 Q2	$306K	Sell	5,999 -622	-9%	-$31.7K	﹤0.01%	534
2024 Q1	$371K	Buy	6,621 +63	+1%	+$3.56K	﹤0.01%	484
2023 Q4	$412K	Buy	6,558 +71	+1%	+$3.53K	0.01%	450
2023 Q3	$301K	Buy	6,487 +68	+1%	+$3.5K	0.01%	482
2023 Q2	$412K	Buy	+6,419	New	+$504K	0.01%	402