A detailed history of Carolinas Wealth Consulting LLC transactions in Enterprise Financial Services Corp stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 66 shares of EFSC stock, worth $2,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66
Previous 66 -0.0%
Holding current value
$2,602
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$33.59 - $45.59 $167 - $227
-5 Reduced 7.04%
66 $2,000
Q2 2023

Aug 14, 2023

SELL
$37.61 - $44.52 $451 - $534
-12 Reduced 14.46%
71 $2,000
Q1 2023

May 15, 2023

BUY
$44.35 - $55.83 $576 - $725
13 Added 18.57%
83 $3,000
Q4 2022

Feb 14, 2023

SELL
$44.69 - $53.57 $89 - $107
-2 Reduced 2.78%
70 $3,000
Q4 2021

Feb 14, 2022

BUY
$45.79 - $49.52 $45 - $49
1 Added 1.41%
72 $3,000
Q1 2021

May 17, 2021

BUY
$34.63 - $51.59 $554 - $825
16 Added 29.09%
71 $4,000
Q4 2020

Feb 16, 2021

SELL
$27.64 - $36.73 $276 - $367
-10 Reduced 15.38%
55 $2,000
Q3 2020

Nov 12, 2020

BUY
$25.4 - $33.3 $1,651 - $2,164
65 New
65 $2,000

Others Institutions Holding EFSC

About ENTERPRISE FINANCIAL SERVICES CORP


  • Ticker EFSC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 37,223,000
  • Market Cap $1.47B
  • Description
  • Enterprise Financial Services Corp operates as the financial holding company for Enterprise Bank & Trust that offers banking and wealth management services to individuals and corporate customers. The company offers checking, savings, and money market accounts, and certificates of deposit. It also provides commercial and industrial, commercia...
More about EFSC
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.