Williams Jones Wealth Management’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
$392K Sell
25,640
-500
-2% -$7.64K ﹤0.01% 383
2025
Q1
$429K Sell
26,140
-500
-2% -$8.2K 0.01% 356
2024
Q4
$460K Sell
26,640
-500
-2% -$8.63K 0.01% 356
2024
Q3
$445K Buy
+27,140
New +$445K 0.01% 375