A detailed history of Congress Wealth Management LLC transactions in Bar Harbor Bankshares stock. As of the latest transaction made, Congress Wealth Management LLC holds 7,935 shares of BHB stock, worth $232,495. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,935
Previous 7,906 0.37%
Holding current value
$232,495
Previous $209,000 1.91%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$23.6 - $27.57 $684 - $799
29 Added 0.37%
7,935 $213,000
Q1 2024

Apr 18, 2024

BUY
$24.28 - $29.48 $679 - $825
28 Added 0.36%
7,906 $209,000
Q4 2023

Feb 09, 2024

BUY
$23.41 - $30.09 $184,423 - $237,049
7,878 New
7,878 $231,000
Q1 2023

Apr 14, 2023

SELL
$25.38 - $32.08 $7,918 - $10,008
-312 Reduced 3.77%
7,966 $210,000
Q4 2022

Feb 02, 2023

BUY
$26.67 - $32.9 $560 - $690
21 Added 0.25%
8,278 $265,000
Q3 2022

Nov 08, 2022

BUY
$25.95 - $30.26 $622 - $726
24 Added 0.29%
8,257 $219,000
Q2 2022

Aug 11, 2022

BUY
$24.41 - $28.85 $634 - $750
26 Added 0.32%
8,233 $213,000
Q1 2022

May 16, 2022

BUY
$28.02 - $31.71 $560 - $634
20 Added 0.24%
8,207 $235,000
Q4 2021

Feb 04, 2022

BUY
$27.23 - $32.64 $222,932 - $267,223
8,187 New
8,187 $237,000

Others Institutions Holding BHB

About BAR HARBOR BANKSHARES


  • Ticker BHB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 15,038,700
  • Market Cap $441M
  • Description
  • Bar Harbor Bankshares operates as the holding company for Bar Harbor Bank & Trust that provides commercial, lending, retail, and wealth management banking services. It accepts various deposit products, including interest-bearing and non-interest-bearing demand accounts, savings accounts, time deposits, and money market deposit accounts, as w...
More about BHB
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