Wellington Management Group’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $923K | Sell |
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|
2024
Q3 | $2.04M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $569K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $768K | Sell |
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|
2019
Q2 | $1.63M | Hold |
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|
2019
Q1 | $1.48M | Sell |
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|
2018
Q4 | $2.45M | Sell |
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|
2018
Q3 | $2.86M | Sell |
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|
2018
Q2 | $3.85M | Hold |
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|
2018
Q1 | $3.36M | Buy |
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|
2017
Q4 | $2.6M | Sell |
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|
2017
Q3 | $3.27M | Hold |
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|
2017
Q2 | $3.2M | Buy |
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|
2017
Q1 | $2.65M | Buy |
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|
2016
Q4 | $2.76M | Sell |
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|
2016
Q3 | $2.59M | Sell |
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|
2016
Q2 | $2.65M | Buy |
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|
2016
Q1 | $2.78M | Hold |
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|
2015
Q4 | $2.42M | Hold |
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|
2015
Q3 | $2.22M | Hold |
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|
2015
Q2 | $2.48M | Buy |
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|
2015
Q1 | $2M | Hold |
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|
2014
Q4 | $2.37M | Buy |
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|
2014
Q3 | $1.18M | Buy |
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