Beaumont Financial Advisors’s Eastern Bankshares EBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.7M	Sell	86,966 -5,639	-6%	-$113K	0.12%	110
2025 Q4	$1.71M	Sell	92,605 -2,622	-3%	-$48K	0.11%	110
2025 Q3	$1.73M	Buy	95,227 +448	+0.5%	+$7.39K	0.12%	107
2025 Q2	$1.45M	Buy	94,779 +521	+0.6%	+$7.82K	0.1%	115
2025 Q1	$1.55M	Sell	94,258 -5,553	-6%	-$96.7K	0.12%	113
2024 Q4	$1.72M	Sell	99,811 -12,069	-11%	-$211K	0.13%	106
2024 Q3	$1.83M	Buy	111,880 +486	+0.4%	+$7.68K	0.14%	94
2024 Q2	$1.56M	Buy	111,394 +593	+0.5%	+$7.88K	0.12%	106
2024 Q1	$1.53M	Sell	110,801 -10,595	-9%	-$144K	0.13%	104
2023 Q4	$1.72M	Buy	121,396 +681	+0.6%	+$8.51K	0.16%	88
2023 Q3	$1.51M	Buy	120,715 +611	+0.5%	+$8.22K	0.15%	96
2023 Q2	$1.47M	Buy	120,104 +611	+0.5%	+$7.24K	0.14%	107
2023 Q1	$1.51M	Sell	119,493 -24,118	-17%	-$372K	0.15%	96
2022 Q4	$2.48M	Buy	143,611 +559	+0.4%	+$10.7K	0.25%	53
2022 Q3	$2.81M	Buy	143,052 +512	+0.4%	+$10.2K	0.27%	52
2022 Q2	$2.63M	Buy	142,540 +545	+0.4%	+$10.6K	0.24%	63
2022 Q1	$3.06M	Buy	141,995 +465	+0.3%	+$9.9K	0.23%	82
2021 Q4	$2.85M	Buy	141,530 +394	+0.3%	+$8.18K	0.21%	75
2021 Q3	$2.87M	Buy	141,136 +436	+0.3%	+$8.34K	0.22%	75
2021 Q2	$2.89M	Buy	140,700 +376	+0.3%	+$7.97K	0.22%	75
2021 Q1	$2.71M	Sell	140,324 -19,676	-12%	-$342K	0.23%	80
2020 Q4	$2.61M	Buy	+160,000	New	+$2.27M	0.23%	83