EverSource Wealth Advisors’s Enterprise Bancorp EBTC Stock Holding History

EverSource Wealth Advisors’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	-286	Closed	-$11.3K	–	4367
2025 Q2	$11.3K	Buy	286 +283	+9,433%	+$10.8K	﹤0.01%	2731
2025 Q1	$117	Buy	+3	New	+$123	﹤0.01%	3804

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EverSource Wealth Advisors's EBTC Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 286 shares — an estimated $11.3K sold.

EverSource Wealth Advisors first reported a position in EBTC in Q1 2025 and held it in 2 quarters. The position peaked at $11.3K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

EverSource Wealth Advisors reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 286 Enterprise Bancorp shares in Q3 2025, an estimated $11.3K.
EverSource Wealth Advisors first reported a position in Enterprise Bancorp in Q1 2025 and held it in 2 quarters.
EverSource Wealth Advisors's Enterprise Bancorp position peaked at $11.3K in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.