Beaumont Financial Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $392K | Hold |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $304K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $221K | Buy |
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|
2013
Q2 | $210K | Buy |
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