Charles Schwab’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 | $1.15M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $863K | Hold |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $831K | Hold |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $784K | Sell |
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|
2022
Q4 | $897K | Buy |
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|
2022
Q3 | $746K | Sell |
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|
2022
Q2 | $803K | Sell |
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|
2022
Q1 | $1M | Hold |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $873K | Buy |
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|
2021
Q2 | $744K | Buy |
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|
2021
Q1 | $710K | Hold |
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|
2020
Q4 | $558K | Hold |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $587K | Buy |
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|
2019
Q4 | $733K | Hold |
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|
2019
Q3 | $649K | Hold |
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|
2019
Q2 | $687K | Buy |
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|
2019
Q1 | $620K | Sell |
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|
2018
Q4 | $765K | Buy |
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|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | $798K | Buy |
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|
2018
Q1 | $612K | Buy |
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|
2017
Q4 | $495K | Hold |
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|
2017
Q3 | $528K | Hold |
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|
2017
Q2 | $517K | Hold |
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|
2017
Q1 | $506K | Hold |
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|
2016
Q4 | $546K | Hold |
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|
2016
Q3 | $407K | Hold |
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|
2016
Q2 | $349K | Buy |
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|
2016
Q1 | $366K | Hold |
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|
2015
Q4 | $318K | Hold |
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|
2015
Q3 | $292K | Hold |
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|
2015
Q2 | $327K | Hold |
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|
2015
Q1 | $296K | Hold |
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|
2014
Q4 | $352K | Hold |
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|
2014
Q3 | $263K | Buy |
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