Burke & Herbert Financial Serv shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Burke & Herbert Financial Serv
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Quarterly reported holdings in Burke & Herbert Financial Serv by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267k | 4.3k | 61.69 |
| 2025-06-30 | $258k | 4.3k | 59.73 |
| 2025-03-31 | $242k | 4.3k | 56.11 |
| 2024-12-31 | $269k | 4.3k | 62.36 |
| 2024-09-30 | $264k | 4.3k | 60.99 |
| 2024-06-30 | $220k | 4.3k | 50.98 |
| 2024-03-31 | $242k | 4.3k | 56.03 |
| 2023-12-31 | $272k | 4.3k | 62.90 |
| 2023-09-30 | $281k | 6.0k | 46.47 |
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