Beese Fulmer Investment Management’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Hold |
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|
2025
Q2 | $867K | Sell |
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|
2025
Q1 | $945K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.07M | Hold |
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|
2024
Q2 | $911K | Sell |
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|
2024
Q1 | $933K | Sell |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $899K | Hold |
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|
2023
Q2 | $880K | Sell |
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|
2023
Q1 | $906K | Hold |
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|
2022
Q4 | $1.24M | Hold |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.99M | Buy |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $1.88M | Hold |
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|
2020
Q4 | $1.59M | Buy |
|