Beese Fulmer Investment Management’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
8,850
| – | – | 0.03% | 220 |
|
|
2025
Q1 | $345K | Hold |
8,850
| – | – | 0.03% | 189 |
|
|
2024
Q4 | $350K | Hold |
8,850
| – | – | 0.03% | 182 |
|
|
2024
Q3 | $283K | Hold |
8,850
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $220K | Sell |
8,850
-1,500
| -14% | -$37.3K | 0.02% | 206 |
|
|
2024
Q1 | $269K | Hold |
10,350
| – | – | 0.03% | 195 |
|
|
2023
Q4 | $334K | Hold |
10,350
| – | – | 0.03% | 177 |
|
|
2023
Q3 | $283K | Hold |
10,350
| – | – | 0.03% | 182 |
|
|
2023
Q2 | $300K | Hold |
10,350
| – | – | 0.03% | 179 |
|
|
2023
Q1 | $326K | Hold |
10,350
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $365K | Hold |
10,350
| – | – | 0.04% | 171 |
|
|
2022
Q3 | $310K | Hold |
10,350
| – | – | 0.04% | 171 |
|
|
2022
Q2 | $333K | Hold |
10,350
| – | – | 0.04% | 172 |
|
|
2022
Q1 | $415K | Hold |
10,350
| – | – | 0.05% | 165 |
|
|
2021
Q4 | $465K | Hold |
10,350
| – | – | 0.05% | 163 |
|
|
2021
Q3 | $372K | Buy |
+10,350
| New | +$372K | 0.04% | 173 |
|