BWP
CATC

Baldwin Wealth Partners’s CAMBRIDGE BANCORP CATC Stock Holding History

Baldwin Wealth Partners’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,811
Closed -$470K – 1182
2024
Q2 		$470K Hold
6,811
– – 0.04% 150
2024
Q1 		$464K Hold
6,811
– – 0.04% 156
2023
Q4 		$473K Hold
6,811
– – 0.04% 153
2023
Q3 		$424K Hold
6,811
– – 0.04% 165
2023
Q2 		$370K Hold
6,811
– – 0.03% 189
2023
Q1 		$441K Hold
6,811
– – 0.04% 170
2022
Q4 		$566K Buy
+6,811
New +$583K 0.05% 146

Baldwin Wealth Partners's CATC Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 6,811 shares — an estimated $470K sold.

Baldwin Wealth Partners first reported a position in CATC in Q4 2022 and held it in 7 quarters. The position peaked at $566K in Q4 2022. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,811 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $470K.
  • Baldwin Wealth Partners first reported a position in CAMBRIDGE BANCORP in Q4 2022 and held it in 7 quarters.
  • Baldwin Wealth Partners's CAMBRIDGE BANCORP position peaked at $566K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.