Number of Shares
251,695.00
Current Holdings Value*
$14.12 Mil
% of Portfolio
3.41%
Total Estimate Gain
$-2.45 Mil
% of Total Estimate Gain
-10.20%

BURKE & HERBERT BANK & TRUST CO's Burke & Herbert Financial Services Corp Holding Summary

As of 2025-03-31, BURKE & HERBERT BANK & TRUST CO held 251,695.00 shares of Burke & Herbert Financial Services Corp(BHRB), totaling $14.12 Mil. This investment constitutes 3.41% of their stock portfolio, and BURKE & HERBERT BANK & TRUST CO now holds 1.68% of the outstanding Burke & Herbert Financial Services Corp(BHRB) stock.

The initial trade took place in 2023Q2. And since then BURKE & HERBERT BANK & TRUST CO has made 3 purchases of BHRB, at an average price of $69.58, for a total of 344,967.00 shares. In addition, there have been 5 sales at an average price of $59.66 for 93,272.00 shares. Based on historical transaction data and BHRB's current price of $63.52, BURKE & HERBERT BANK & TRUST CO's estimated gain on his BHRB holdings is $-2.45 Mil, reflecting a -10.20% gain to date.

BURKE & HERBERT BANK & TRUST CO BHRB ($63.52) Holding Chart

BURKE & HERBERT BANK & TRUST CO BHRB ($63.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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