Aries Wealth Management’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Hold |
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|
2025
Q1 | $946K | Sell |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $967K | Buy |
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|
2024
Q2 | $818K | Buy |
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|
2024
Q1 | $827K | Hold |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.1M | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $1.49M | Hold |
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|
2022
Q4 | $1.92M | Hold |
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|
2022
Q3 | $1.97M | Hold |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.85M | Hold |
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|
2021
Q3 | $1.73M | Hold |
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|
2021
Q2 | $1.71M | Hold |
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|
2021
Q1 | $1.86M | Hold |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.76M | Sell |
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|
2020
Q1 | $1.86M | Hold |
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|
2019
Q4 | $2.27M | Hold |
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|
2019
Q3 | $2M | Sell |
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|
2019
Q2 | $2.1M | Hold |
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|
2019
Q1 | $2.25M | Hold |
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|
2018
Q4 | $1.95M | Hold |
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|
2018
Q3 | $2.29M | Sell |
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|
2018
Q2 | $2.54M | Hold |
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|
2018
Q1 | $2.09M | Hold |
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|
2017
Q4 | $2.11M | Buy |
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