Taylor Wealth Management Partners - BURKE & HERBERT BANK & TRUST ownership

Quarter-by-quarter ownership
Taylor Wealth Management Partners ownership history of BURKE & HERBERT BANK & TRUST
ValueSharesWeighting
Q4 2018$15,000
+7.1%
50.0%0.01%
+50.0%
Q3 2018$14,0000.0%50.0%0.01%0.0%
Q2 2018$14,0000.0%50.0%0.01%
-14.3%
Q1 2018$14,000
+7.7%
50.0%0.01%
+16.7%
Q4 2017$13,000
+18.2%
50.0%0.01%
+20.0%
Q3 2017$11,0000.0%50.0%0.01%0.0%
Q2 2017$11,000
+10.0%
50.0%0.01%0.0%
Q1 2017$10,0000.0%50.0%0.01%0.0%
Q4 2016$10,0000.0%50.0%0.01%
+25.0%
Q3 2016$10,0000.0%50.0%0.00%0.0%
Q2 2016$10,0000.0%50.0%0.00%
-20.0%
Q1 2016$10,0000.0%50.0%0.01%
+25.0%
Q4 2015$10,000
-9.1%
50.0%0.00%
-20.0%
Q3 2015$11,0000.0%50.0%0.01%
+25.0%
Q2 2015$11,000
+10.0%
50.0%0.00%
+33.3%
Q1 2015$10,00050.00%
Other shareholders
BURKE & HERBERT BANK & TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
FARR MILLER & WASHINGTON LLC/DC 824$2,266,0000.21%
Rosenthal {-} Henry Capital Advisors, Inc. 50$138,0000.11%
MOTCO 106$292,0000.03%
Taylor Wealth Management Partners 5$14,0000.01%
View complete list of BURKE & HERBERT BANK & TRUST shareholders