Choate Investment Advisors’s Progress Software PRGS Stock Holding History

Choate Investment Advisors’s Portfolio PRGS Stock Details PRGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.95M	Hold	61,948	–	–	0.09%	90
2025 Q1	$3.19M	Hold	61,948	–	–	0.08%	103
2024 Q4	$4.04M	Hold	61,948	–	–	0.1%	94
2024 Q3	$4.17M	Hold	61,948	–	–	0.11%	93
2024 Q2	$3.36M	Hold	61,948	–	–	0.09%	102
2024 Q1	$3.3M	Hold	61,948	–	–	0.09%	112
2023 Q4	$3.36M	Hold	61,948	–	–	0.1%	105
2023 Q3	$3.26M	Hold	61,948	–	–	0.13%	76
2023 Q2	$3.6M	Hold	61,948	–	–	0.15%	61
2023 Q1	$3.56M	Hold	61,948	–	–	0.17%	55
2022 Q4	$3.13M	Hold	61,948	–	–	0.19%	55
2022 Q3	$2.64M	Hold	61,948	–	–	0.17%	60
2022 Q2	$2.81M	Hold	61,948	–	–	0.17%	57
2022 Q1	$2.92M	Hold	61,948	–	–	0.16%	66
2021 Q4	$2.99M	Hold	61,948	–	–	0.17%	59
2021 Q3	$3.05M	Hold	61,948	–	–	0.19%	53
2021 Q2	$2.87M	Hold	61,948	–	–	0.17%	58
2021 Q1	$2.73M	Hold	61,948	–	–	0.17%	58
2020 Q4	$2.8M	Sell	61,948 -23,555	-28%	-$1.06M	0.17%	55
2020 Q3	$3.14M	Hold	85,503	–	–	0.2%	45
2020 Q2	$3.31M	Hold	85,503	–	–	0.24%	39
2020 Q1	$2.74M	Hold	85,503	–	–	0.22%	52
2019 Q4	$3.55M	Hold	85,503	–	–	0.22%	58
2019 Q3	$3.25M	Hold	85,503	–	–	0.2%	58
2019 Q2	$3.73M	Hold	85,503	–	–	0.22%	55
2019 Q1	$3.79M	Hold	85,503	–	–	0.22%	53
2018 Q4	$3.04M	Hold	85,503	–	–	0.2%	57
2018 Q3	$3.02M	Hold	85,503	–	–	0.17%	54
2018 Q2	$3.32M	Hold	85,503	–	–	0.19%	59
2018 Q1	$3.29M	Hold	85,503	–	–	0.18%	62
2017 Q4	$3.64M	Hold	85,503	–	–	0.19%	64
2017 Q3	$3.26M	Hold	85,503	–	–	0.18%	65
2017 Q2	$2.64M	Hold	85,503	–	–	0.15%	67
2017 Q1	$2.48M	Hold	85,503	–	–	0.15%	73
2016 Q4	$2.73M	Hold	85,503	–	–	0.17%	65
2016 Q3	$2.33M	Sell	85,503 -12,250	-13%	-$333K	0.15%	70
2016 Q2	$2.68M	Hold	97,753	–	–	0.19%	64
2016 Q1	$2.36M	Sell	97,753 -10,000	-9%	-$241K	0.16%	69
2015 Q4	$2.91M	Buy	107,753 +10,000	+10%	+$270K	0.21%	62
2015 Q3	$2.52M	Hold	97,753	–	–	0.17%	65
2015 Q2	$2.69M	Hold	97,753	–	–	0.16%	65
2015 Q1	$2.66M	Sell	97,753 -10,000	-9%	-$272K	0.15%	68
2014 Q4	$2.91M	Hold	107,753	–	–	0.17%	63
2014 Q3	$2.58M	Hold	107,753	–	–	0.16%	66
2014 Q2	$2.59M	Sell	107,753 -5,000	-4%	-$120K	0.15%	71
2014 Q1	$2.46M	Hold	112,753	–	–	0.15%	75
2013 Q4	$2.91M	Hold	112,753	–	–	0.19%	65
2013 Q3	$2.91M	Hold	112,753	–	–	0.22%	66
2013 Q2	$2.59M	Buy	+112,753	New	+$2.59M	0.21%	69