Congress Wealth Management’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
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|
2025
Q1 | $876K | Sell |
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|
2024
Q4 | $3.39M | Buy |
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|
2024
Q3 | $820K | Hold |
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|
2024
Q2 | $699K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.79M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.41M | Hold |
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|
2023
Q1 | $2.48M | Hold |
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|
2022
Q4 | $3.39M | Hold |
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|
2022
Q3 | $3.86M | Hold |
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|
2022
Q2 | $3.63M | Hold |
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|
2022
Q1 | $4.23M | Hold |
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|
2021
Q4 | $3.96M | Buy |
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