Charter Research & Investment Group’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-36,448
| Closed | -$1.27M | – | 80 |
|
|
2024
Q3 | $1.27M | Buy |
36,448
+36
| +0.1% | +$1.23K | 0.94% | 31 |
|
|
2024
Q2 | $1.18M | Sell |
36,412
-425
| -1% | -$14.2K | 0.93% | 31 |
|
|
2024
Q1 | $1.25M | Sell |
36,837
-2,388
| -6% | -$90.9K | 0.99% | 29 |
|
|
2023
Q4 | $1.54M | Sell |
39,225
-2,225
| -5% | -$86.1K | 1.28% | 26 |
|
|
2023
Q3 | $1.58M | Sell |
41,450
-375
| -0.9% | -$15.8K | 1.43% | 21 |
|
|
2023
Q2 | $1.91M | Sell |
41,825
-65
| -0.2% | -$3.03K | 1.58% | 21 |
|
|
2023
Q1 | $1.88M | Buy |
41,890
+105
| +0.3% | +$4.74K | 1.64% | 18 |
|
|
2022
Q4 | $1.84M | Sell |
41,785
-185
| -0.4% | -$8.33K | 1.76% | 18 |
|
|
2022
Q3 | $1.76M | Sell |
41,970
-1,280
| -3% | -$62.2K | 1.78% | 18 |
|
|
2022
Q2 | $2.13M | Sell |
43,250
-30
| -0.1% | -$1.61K | 1.93% | 16 |
|
|
2022
Q1 | $2.4M | Buy |
43,280
+2,205
| +5% | +$117K | 1.95% | 17 |
|
|
2021
Q4 | $2.14M | Buy |
41,075
+500
| +1% | +$25.6K | 1.68% | 20 |
|
|
2021
Q3 | $2.03M | Sell |
40,575
-350
| -0.9% | -$17.7K | 1.69% | 21 |
|
|
2021
Q2 | $2.02M | Sell |
40,925
-325
| -0.8% | -$15.7K | 1.67% | 22 |
|
|
2021
Q1 | $1.86M | Sell |
41,250
-225
| -0.5% | -$9.93K | 1.63% | 22 |
|
|
2020
Q4 | $1.77M | Buy |
41,475
+290
| +0.7% | +$12.4K | 1.71% | 20 |
|
|
2020
Q3 | $1.71M | Sell |
41,185
-866
| -2% | -$36.6K | 1.87% | 18 |
|
|
2020
Q2 | $1.76M | Buy |
42,051
+725
| +2% | +$29.8K | 2.02% | 17 |
|
|
2020
Q1 | $1.69M | Sell |
41,326
-55
| -0.1% | -$2.47K | 2.22% | 15 |
|
|
2019
Q4 | $1.92M | Sell |
41,381
-50
| -0.1% | -$2.39K | 1.95% | 18 |
|
|
2019
Q3 | $2.01M | Sell |
41,431
-250
| -0.6% | -$11.7K | 2.17% | 14 |
|
|
2019
Q2 | $1.9M | Hold |
41,681
| – | – | 2.11% | 12 |
|
|
2019
Q1 | $1.85M | Sell |
41,681
-305
| -0.7% | -$13.2K | 2.05% | 14 |
|
|
2018
Q4 | $1.66M | Sell |
41,986
-1,234
| -3% | -$50.5K | 2.1% | 14 |
|
|
2018
Q3 | $1.75M | Sell |
43,220
-450
| -1% | -$18.5K | 1.91% | 17 |
|
|
2018
Q2 | $1.77M | Sell |
43,670
-100
| -0.2% | -$4.2K | 2.03% | 16 |
|
|
2018
Q1 | $1.88M | Sell |
43,770
-750
| -2% | -$33.7K | 2.25% | 14 |
|
|
2017
Q4 | $2.14M | Buy |
+44,520
| New | +$2.12M | 2.4% | 14 |
|
|
2016
Q3 | $2.13M | Sell |
46,185
-190
| -0.4% | -$9K | 2.5% | 13 |
|
|
2016
Q2 | $2.19M | Sell |
46,375
-225
| -0.5% | -$10.4K | 2.51% | 12 |
|
|
2016
Q1 | $2.12M | Sell |
46,600
-1,755
| -4% | -$73.3K | 2.43% | 15 |
|
|
2015
Q4 | $1.87M | Sell |
48,355
-1,135
| -2% | -$47.8K | 2.17% | 21 |
|
|
2015
Q3 | $2.03M | Sell |
49,490
-750
| -1% | -$30.8K | 2.68% | 12 |
|
|
2015
Q2 | $2.13M | Sell |
50,240
-175
| -0.3% | -$7.68K | 2.37% | 18 |
|
|
2015
Q1 | $2.14M | Sell |
50,415
-360
| -0.7% | -$16K | 2.36% | 17 |
|
|
2014
Q4 | $2.33M | Buy |
+50,775
| New | +$2.28M | 2.55% | 14 |
|
Other funds holding BCE
Charter Research & Investment Group's BCE Position: Q4 2024 in Review
Charter Research & Investment Group sold out of BCE (BCE) in Q4 2024, closing a stake of 36,448 shares — an estimated $1.27M sold.
Charter Research & Investment Group first reported a position in BCE in Q4 2014 and held it in 36 quarters. The position peaked at $2.4M in Q1 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.
- Charter Research & Investment Group reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
- Charter Research & Investment Group sold 36,448 BCE shares in Q4 2024, an estimated $1.27M.
- Charter Research & Investment Group first reported a position in BCE in Q4 2014 and held it in 36 quarters.
- Charter Research & Investment Group's BCE position peaked at $2.4M in Q1 2022.
- 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.
Based on Charter Research & Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.