Carson Wealth (CWM LLC)’s Eastern Bankshares EBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Buy |
2,862
+1,360
| +91% | +$20.9K | ﹤0.01% | 3375 |
|
|
2025
Q1 | $25K | Buy |
1,502
+403
| +37% | +$6.71K | ﹤0.01% | 3508 |
|
|
2024
Q4 | $19K | Sell |
1,099
-4,775
| -81% | -$82.6K | ﹤0.01% | 3463 |
|
|
2024
Q3 | $96K | Buy |
5,874
+5,478
| +1,383% | +$89.5K | ﹤0.01% | 2213 |
|
|
2024
Q2 | $6K | Buy |
396
+82
| +26% | +$1.24K | ﹤0.01% | 3760 |
|
|
2024
Q1 | $4K | Buy |
314
+3
| +1% | +$38 | ﹤0.01% | 3746 |
|
|
2023
Q4 | $4K | Sell |
311
-64
| -17% | -$823 | ﹤0.01% | 3585 |
|
|
2023
Q3 | $5K | Hold |
375
| – | – | ﹤0.01% | 3435 |
|
|
2023
Q2 | $5K | Buy |
375
+133
| +55% | +$1.77K | ﹤0.01% | 3424 |
|
|
2023
Q1 | $3K | Buy |
+242
| New | +$3K | ﹤0.01% | 3480 |
|
|
2022
Q4 | – | Sell |
-26
| Closed | -$1K | – | 4018 |
|
|
2022
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3623 |
|
|
2022
Q2 | – | Sell |
-13
| Closed | – | – | 3837 |
|
|
2022
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3577 |
|