Integrated Wealth Concepts’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 | $245K | Sell |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $468K | Buy |
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|
2022
Q4 | $639K | Hold |
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|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $776K | Hold |
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|
2022
Q1 | $906K | Buy |
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|
2021
Q4 | $807K | Hold |
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|
2021
Q3 | $812K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $235K | Buy |
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