Mittelman Wealth Management BHRB Holdings History
Mittelman Wealth Management's Burke & Herbert Financial Services Corp Holding Summary
As of 2025-03-31, Mittelman Wealth Management held - shares of Burke & Herbert Financial Services Corp(BHRB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Mittelman Wealth Management now holds 0% of the outstanding Burke & Herbert Financial Services Corp(BHRB) stock.
The initial trade took place in 2024Q3. And since then Mittelman Wealth Management has made 1 purchases of BHRB, at an average price of $61.25, for a total of 10,801.00 shares. In addition, there have been 2 sales at an average price of $62.34 for 10,801.00 shares. Based on historical transaction data and BHRB's current price of $63.69, Mittelman Wealth Management's estimated gain on his BHRB holdings is $11,825.87, reflecting a 1.79% gain to date.
Mittelman Wealth Management BHRB ($63.69) Holding Chart
Mittelman Wealth Management BHRB ($63.69) 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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