Carson Wealth (CWM LLC)’s Enterprise Bancorp EBTC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EBTC Stock Details EBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-800	Closed	-$32K	–	5333
2025 Q2	$32K	Buy	800 +54	+7%	+$2.06K	﹤0.01%	3610
2025 Q1	$29K	Buy	746 +44	+6%	+$1.8K	﹤0.01%	3408
2024 Q4	$28K	Buy	702 +32	+5%	+$1.15K	﹤0.01%	3216
2024 Q3	$21K	Buy	670 +311	+87%	+$8.92K	﹤0.01%	3314
2024 Q2	$9K	Buy	359 +325	+956%	+$7.96K	﹤0.01%	3597
2024 Q1	$1K	Buy	+34	New	+$940	﹤0.01%	4117

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Carson Wealth (CWM LLC)'s EBTC Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 800 shares — an estimated $32K sold.

Carson Wealth (CWM LLC) first reported a position in EBTC in Q1 2024 and held it in 6 quarters. The position peaked at $32K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 800 Enterprise Bancorp shares in Q3 2025, an estimated $32K.
Carson Wealth (CWM LLC) first reported a position in Enterprise Bancorp in Q1 2024 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Enterprise Bancorp position peaked at $32K in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.