Congress Wealth Management’s Bar Harbor Bankshares BHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$233K Sell
2024
Q4
$471K Buy
2024
Q3
$246K Buy
2024
Q2
$213K Buy
2024
Q1
$209K Buy
2023
Q4
$231K Buy
2023
Q2
Sell
2023
Q1
$211K Sell
2022
Q4
$265K Buy
2022
Q3
$219K Buy
2022
Q2
$213K Buy
2022
Q1
$235K Buy
2021
Q4
$237K Buy