CIA
Choate Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95M | Buy |
13,186
+24
| +0.2% | +$12.7K | 0.15% | 72 |
|
|
2025
Q1 | $6.69M | Sell |
13,162
-96
| -0.7% | -$48.8K | 0.17% | 71 |
|
|
2024
Q4 | $6.61M | Buy |
13,258
+602
| +5% | +$300K | 0.16% | 74 |
|
|
2024
Q3 | $6.54M | Buy |
12,656
+104
| +0.8% | +$53.7K | 0.17% | 73 |
|
|
2024
Q2 | $5.6M | Buy |
12,552
+114
| +0.9% | +$50.8K | 0.15% | 79 |
|
|
2024
Q1 | $5.29M | Buy |
12,438
+237
| +2% | +$101K | 0.14% | 84 |
|
|
2023
Q4 | $5.37M | Buy |
12,201
+2,285
| +23% | +$1.01M | 0.17% | 72 |
|
|
2023
Q3 | $3.62M | Buy |
9,916
+2,649
| +36% | +$968K | 0.14% | 69 |
|
|
2023
Q2 | $2.91M | Sell |
7,267
-10
| -0.1% | -$4.01K | 0.12% | 70 |
|
|
2023
Q1 | $2.51M | Sell |
7,277
-20
| -0.3% | -$6.9K | 0.12% | 74 |
|
|
2022
Q4 | $2.44M | Buy |
7,297
+268
| +4% | +$89.8K | 0.15% | 75 |
|
|
2022
Q3 | $2.15M | Sell |
7,029
-60
| -0.8% | -$18.3K | 0.14% | 70 |
|
|
2022
Q2 | $2.39M | Sell |
7,089
-795
| -10% | -$268K | 0.15% | 67 |
|
|
2022
Q1 | $3.23M | Sell |
7,884
-357
| -4% | -$146K | 0.17% | 55 |
|
|
2021
Q4 | $3.89M | Buy |
8,241
+790
| +11% | +$373K | 0.23% | 43 |
|
|
2021
Q3 | $3.17M | Buy |
7,451
+600
| +9% | +$255K | 0.2% | 50 |
|
|
2021
Q2 | $2.81M | Sell |
6,851
-2,242
| -25% | -$920K | 0.17% | 60 |
|
|
2021
Q1 | $3.21M | Sell |
9,093
-805
| -8% | -$284K | 0.2% | 49 |
|
|
2020
Q4 | $3.25M | Buy |
9,898
+445
| +5% | +$146K | 0.2% | 46 |
|
|
2020
Q3 | $3.41M | Buy |
9,453
+405
| +4% | +$146K | 0.22% | 40 |
|
|
2020
Q2 | $2.98M | Hold |
9,048
| – | – | 0.22% | 44 |
|
|
2020
Q1 | $2.22M | Buy |
9,048
+730
| +9% | +$179K | 0.18% | 62 |
|
|
2019
Q4 | $2.27M | Hold |
8,318
| – | – | 0.14% | 76 |
|
|
2019
Q3 | $2.04M | Hold |
8,318
| – | – | 0.13% | 80 |
|
|
2019
Q2 | $1.9M | Sell |
8,318
-2,134
| -20% | -$486K | 0.11% | 82 |
|
|
2019
Q1 | $2.2M | Sell |
10,452
-413
| -4% | -$87K | 0.13% | 72 |
|
|
2018
Q4 | $1.85M | Sell |
10,865
-241
| -2% | -$40.9K | 0.12% | 77 |
|
|
2018
Q3 | $2.17M | Hold |
11,106
| – | – | 0.12% | 65 |
|
|
2018
Q2 | $2.26M | Sell |
11,106
-27
| -0.2% | -$5.5K | 0.13% | 73 |
|
|
2018
Q1 | $2.13M | Sell |
11,133
-400
| -3% | -$76.4K | 0.11% | 77 |
|
|
2017
Q4 | $1.95M | Sell |
11,533
-635
| -5% | -$108K | 0.1% | 87 |
|
|
2017
Q3 | $1.9M | Sell |
12,168
-27
| -0.2% | -$4.22K | 0.1% | 87 |
|
|
2017
Q2 | $1.78M | Hold |
12,195
| – | – | 0.1% | 84 |
|
|
2017
Q1 | $1.59M | Sell |
12,195
-75
| -0.6% | -$9.81K | 0.09% | 89 |
|
|
2016
Q4 | $1.32M | Sell |
12,270
-55
| -0.4% | -$5.92K | 0.08% | 95 |
|
|
2016
Q3 | $1.56M | Sell |
12,325
-1,240
| -9% | -$157K | 0.1% | 92 |
|
|
2016
Q2 | $1.45M | Buy |
+13,565
| New | +$1.45M | 0.1% | 88 |
|