Beese Fulmer Investment Management’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $350K | Hold |
|
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $220K | Sell |
|
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $365K | Hold |
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|
2022
Q3 | $310K | Hold |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $372K | Buy |
|