Cabot Wealth 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	$290K	Hold	7,308	–	–	0.03%	116
2025 Q1	$285K	Hold	7,308	–	–	0.04%	117
2024 Q4	$289K	Hold	7,308	–	–	0.04%	112
2024 Q3	$234K	Buy	+7,308	New	+$234K	0.03%	124
2024 Q1	–	Sell	-7,308	Closed	-$236K	–	144
2023 Q4	$236K	Hold	7,308	–	–	0.03%	134
2023 Q3	$200K	Hold	7,308	–	–	0.03%	140
2023 Q2	$211K	Hold	7,308	–	–	0.03%	139
2023 Q1	$230K	Hold	7,308	–	–	0.04%	130
2022 Q4	$258K	Hold	7,308	–	–	0.04%	128
2022 Q3	$219K	Hold	7,308	–	–	0.04%	143
2022 Q2	$235K	Hold	7,308	–	–	0.04%	141
2022 Q1	$293K	Hold	7,308	–	–	0.04%	141
2021 Q4	$328K	Hold	7,308	–	–	0.04%	137
2021 Q3	$263K	Hold	7,308	–	–	0.04%	142
2021 Q2	$239K	Hold	7,308	–	–	0.03%	149
2021 Q1	$238K	Buy	+7,308	New	+$238K	0.03%	146