Wells Fargo’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 | $1.44M | Buy |
24,064
+544
| +2% | +$32.5K | ﹤0.01% | 3148 |
|
|
2025
Q1 | $1.32M | Buy |
23,520
+118
| +0.5% | +$6.62K | ﹤0.01% | 3096 |
|
|
2024
Q4 | $1.46M | Buy |
23,402
+1,253
| +6% | +$78.1K | ﹤0.01% | 3018 |
|
|
2024
Q3 | $1.35M | Buy |
22,149
+515
| +2% | +$31.4K | ﹤0.01% | 3027 |
|
|
2024
Q2 | $1.1M | Buy |
21,634
+5,949
| +38% | +$303K | ﹤0.01% | 3113 |
|
|
2024
Q1 | $879K | Sell |
15,685
-2,766
| -15% | -$155K | ﹤0.01% | 3218 |
|
|
2023
Q4 | $1.16M | Buy |
18,451
+10,846
| +143% | +$682K | ﹤0.01% | 3016 |
|
|
2023
Q3 | $353K | Sell |
7,605
-1,493
| -16% | -$69.4K | ﹤0.01% | 3706 |
|
|
2023
Q2 | $584K | Buy |
+9,098
| New | +$584K | ﹤0.01% | 3622 |
|