AWM

Aries Wealth Management’s Independent Bank INDB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$950K	Hold	15,100	–	–	0.25%	94
2025 Q1	$946K	Sell	15,100 -1,250	-8%	-$78.3K	0.26%	89
2024 Q4	$1.05M	Hold	16,350	–	–	0.29%	85
2024 Q3	$967K	Buy	16,350 +228	+1%	+$13.5K	0.27%	86
2024 Q2	$818K	Buy	16,122 +232	+1%	+$11.8K	0.26%	95
2024 Q1	$827K	Hold	15,890	–	–	0.27%	90
2023 Q4	$1.05M	Sell	15,890 -6,800	-30%	-$448K	0.37%	72
2023 Q3	$1.1M	Hold	22,690	–	–	0.43%	66
2023 Q2	$1.01M	Hold	22,690	–	–	0.39%	75
2023 Q1	$1.49M	Hold	22,690	–	–	0.61%	51
2022 Q4	$1.92M	Hold	22,690	–	–	0.83%	36
2022 Q3	$1.97M	Hold	22,690	–	–	0.87%	33
2022 Q2	$1.8M	Buy	+22,690	New	+$1.8M	0.82%	35
2022 Q1	–	Sell	-22,690	Closed	-$1.85M	–	140
2021 Q4	$1.85M	Hold	22,690	–	–	0.71%	38
2021 Q3	$1.73M	Hold	22,690	–	–	0.73%	36
2021 Q2	$1.71M	Hold	22,690	–	–	0.73%	38
2021 Q1	$1.87M	Hold	22,690	–	–	0.84%	35
2020 Q4	$1.75M	Sell	22,690 -1,000	-4%	-$77.1K	0.87%	33
2020 Q3	$1.24M	Sell	23,690 -2,500	-10%	-$131K	0.7%	41
2020 Q2	$1.76M	Sell	26,190 -1,300	-5%	-$87.2K	1.07%	25
2020 Q1	$1.86M	Hold	27,490	–	–	1.42%	18
2019 Q4	$2.27M	Hold	27,490	–	–	1.38%	17
2019 Q3	$2M	Sell	27,490 -250	-0.9%	-$18.2K	1.33%	20
2019 Q2	$2.1M	Hold	27,740	–	–	1.47%	16
2019 Q1	$2.25M	Hold	27,740	–	–	1.68%	14
2018 Q4	$1.95M	Hold	27,740	–	–	2.07%	10
2018 Q3	$2.29M	Sell	27,740 -1,000	-3%	-$82.6K	2.06%	11
2018 Q2	$2.54M	Hold	28,740	–	–	2.35%	8
2018 Q1	$2.09M	Hold	28,740	–	–	2.02%	10
2017 Q4	$2.11M	Buy	+28,740	New	+$2.11M	1.95%	13