Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NEW HAMPSHIRE THRIFT BANCSHARES INC | 102,809 | reported | 09 Aug 2012 | tx 4+5,000−5,100 |
| BANCSHARES OF FLORIDA INC | 2,435 | reported | 11 Dec 2009 | tx 59+309,450−19,000 |
| ENTERPRISE BANCORP INC /MA/ | 0 | reported | 01 Jul 2025 | tx 81+127,293−209,305 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jul 2025 | OTHER | ENTERPRISE BANCORP INC /MA/ | 600.41 | — | |
| 01 Jul 2025 | OTHER | ENTERPRISE BANCORP INC /MA/ | 208,701.82 | — | |
| 21 Jan 2025 | GRANT_AWARD | ENTERPRISE BANCORP INC /MA/ | 1,375 | 29.24 USD | |
| 18 Jun 2024 | GRANT_AWARD | ENTERPRISE BANCORP INC /MA/ | 1,223 | 0.00 USD | |
| 01 Mar 2024 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 357 | 27.44 USD | |
| 01 Mar 2024 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 1,398 | 27.47 USD | |
| 06 Feb 2024 | SALE | ENTERPRISE BANCORP INC /MA/ | 0.89 | 28.77 USD | |
| 23 Jan 2024 | GRANT_AWARD | ENTERPRISE BANCORP INC /MA/ | 1,377 | 30.22 USD | |
| 01 Dec 2023 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 336 | 27.73 USD | |
| 01 Dec 2023 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 1,286 | 27.99 USD | |
| 01 Sept 2023 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 1,228 | 29.58 USD | |
| 01 Sept 2023 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 315 | 29.38 USD | |
| 20 Jun 2023 | GRANT_AWARD | ENTERPRISE BANCORP INC /MA/ | 661 | 0.00 USD | |
| 01 Jun 2023 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 334 | 27.34 USD | |
| 01 Jun 2023 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 1,311 | 27.49 USD | |
| 08 Mar 2023 | SALE | ENTERPRISE BANCORP INC /MA/ | 0.8 | 35.20 USD | |
| 01 Mar 2023 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 1,000 | 35.58 USD | |
| 01 Mar 2023 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 258 | 35.58 USD | |
| 18 Jan 2023 | GRANT_AWARD | ENTERPRISE BANCORP INC /MA/ | 1,148 | 35.02 USD | |
| 01 Dec 2022 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 907 | 34.97 USD | |
| 01 Dec 2022 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 234 | 34.79 USD | |
| 01 Sept 2022 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 961 | 32.43 USD | |
| 01 Sept 2022 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 248 | 32.43 USD | |
| 01 Jun 2022 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 231 | 35.62 USD | |
| 01 Jun 2022 | PURCHASE | ENTERPRISE BANCORP INC /MA/ | 893 | 35.62 USD |
3 purchases reported after at least 12 months of silence — most recent on 31 Jan 2013.