Integrated Wealth Concepts’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
16,068
-3,726
| -19% | -$56.9K | ﹤0.01% | 1661 |
|
|
2025
Q1 | $325K | Buy |
19,794
+533
| +3% | +$8.74K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $332K | Sell |
19,261
-701
| -4% | -$12.1K | ﹤0.01% | 1310 |
|
|
2024
Q3 | $327K | Sell |
19,962
-18,827
| -49% | -$309K | ﹤0.01% | 1282 |
|
|
2024
Q2 | $542K | Buy |
38,789
+500
| +1% | +$6.99K | 0.01% | 1012 |
|
|
2024
Q1 | $528K | Buy |
38,289
+16,250
| +74% | +$224K | 0.01% | 1033 |
|
|
2023
Q4 | $313K | Sell |
22,039
-10,000
| -31% | -$142K | 0.01% | 1240 |
|
|
2023
Q3 | $402K | Sell |
32,039
-5,000
| -13% | -$62.7K | 0.01% | 1076 |
|
|
2023
Q2 | $454K | Sell |
37,039
-19
| -0.1% | -$233 | 0.01% | 1028 |
|
|
2023
Q1 | $468K | Buy |
37,058
+19
| +0.1% | +$240 | 0.01% | 875 |
|
|
2022
Q4 | $639K | Hold |
37,039
| – | – | 0.02% | 581 |
|
|
2022
Q3 | $727K | Sell |
37,039
-5,000
| -12% | -$98.1K | 0.02% | 489 |
|
|
2022
Q2 | $776K | Hold |
42,039
| – | – | 0.02% | 483 |
|
|
2022
Q1 | $906K | Buy |
42,039
+2,039
| +5% | +$43.9K | 0.03% | 415 |
|
|
2021
Q4 | $807K | Hold |
40,000
| – | – | 0.02% | 488 |
|
|
2021
Q3 | $812K | Buy |
+40,000
| New | +$812K | 0.03% | 453 |
|
|
2021
Q1 | – | Sell |
-14,394
| Closed | -$235K | – | 740 |
|
|
2020
Q4 | $235K | Buy |
+14,394
| New | +$235K | 0.01% | 564 |
|