Concentric Wealth Management, LLC Boston Properties Inc Transaction History

Concentric Wealth Management, LLC

$473 Million
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$57.42 - $69.75 $109,442 - $132,943	-1,906 Reduced 19.74%	7,749 $460,000
Q2 2023 Aug 08, 2023	SELL	$47.06 - $57.75 $874,939 - $1.07 Million	-18,592 Reduced 65.82%	9,655 $556,000
Q1 2023 May 10, 2023	SELL	$47.37 - $78.37 $4,500 - $7,445	-95 Reduced 0.34%	28,247 $1.53 Million
Q4 2022 Feb 10, 2023	SELL	$65.03 - $76.96 $250,495 - $296,449	-3,852 Reduced 11.96%	28,342 $1.92 Million
Q3 2022 Nov 09, 2022	BUY	$73.66 - $91.16 $84,709 - $104,834	1,150 Added 3.7%	32,194 $2.41 Million
Q2 2022 Aug 12, 2022	BUY	$88.55 - $130.24 $117,948 - $173,479	1,332 Added 4.48%	31,044 $2.76 Million
Q1 2022 Apr 14, 2022	BUY	$110.47 - $132.51 $67,165 - $80,566	608 Added 2.09%	29,712 $3.83 Million
Q4 2021 Feb 10, 2022	BUY	$105.3 - $120.66 $190,908 - $218,756	1,813 Added 6.64%	29,104 $3.35 Million
Q3 2021 Nov 12, 2021	BUY	$108.11 - $118.71 $224,760 - $246,798	2,079 Added 8.25%	27,291 $2.96 Million
Q2 2021 Aug 12, 2021	BUY	$103.81 - $124.03 $74,016 - $88,433	713 Added 2.91%	25,212 $2.89 Million
Q1 2021 May 14, 2021	BUY	$89.59 - $108.59 $302,366 - $366,491	3,375 Added 15.98%	24,499 $2.48 Million
Q4 2020 Feb 10, 2021	BUY	$71.15 - $105.32 $264,393 - $391,369	3,716 Added 21.35%	21,124 $2 Million
Q3 2020 Nov 12, 2020	BUY	$79.0 - $93.18 $22,910 - $27,022	290 Added 1.69%	17,408 $1.4 Million
Q2 2020 Aug 11, 2020	BUY	$74.8 - $107.16 $286,259 - $410,101	3,827 Added 28.79%	17,118 $1.55 Million
Q1 2020 May 07, 2020	BUY	$77.93 - $147.51 $78,709 - $148,985	1,010 Added 8.22%	13,291 $1.23 Million
Q4 2019 Feb 10, 2020	BUY	$125.44 - $139.87 $32,614 - $36,366	260 Added 2.16%	12,281 $1.69 Million
Q3 2019 Nov 06, 2019	BUY	$125.62 - $133.87 $1,633 - $1,740	13 Added 0.11%	12,021 $1.56 Million
Q2 2019 Aug 05, 2019	BUY	$128.03 - $138.77 $1,280 - $1,387	10 Added 0.08%	12,008 $1.55 Million
Q1 2019 May 08, 2019	BUY	$109.15 - $135.67 $5,457 - $6,783	50 Added 0.42%	11,998 $1.61 Million
Q4 2018 Feb 13, 2019	BUY	$109.09 - $132.48 $112,908 - $137,116	1,035 Added 9.48%	11,948 $1.35 Million
Q3 2018 Nov 13, 2018	SELL	$120.72 - $132.15 $44,907 - $49,159	-372 Reduced 3.3%	10,913 $1.34 Million
Q2 2018 Aug 06, 2018	BUY	$117.09 - $125.6 $9,952 - $10,676	85 Added 0.76%	11,285 $1.42 Million
Q1 2018 May 03, 2018	BUY	$112.09 - $129.35 $56,605 - $65,321	505 Added 4.72%	11,200 $1.38 Million
Q4 2017 Feb 06, 2018	BUY	$120.68 - $130.96 $47,668 - $51,729	395 Added 3.83%	10,695 $1.39 Million
Q3 2017 Nov 07, 2017	BUY	$119.5 - $124.22 $1.23 Million - $1.28 Million	10,300	10,300 $1.27 Million

Others Institutions Holding BXP

# of Institutions

632

Shares Held

145M

Call Options Held

1.05M

Put Options Held

1.07M

View Full List

About BOSTON PROPERTIES INC

Ticker BXP
Exchange NYSE
Sector Real Estate
Industry REIT—Office
Shares Outstandng 156,755,008
Market Cap $11.3B
Description
Boston Properties (NYSE:BXP) is the largest publicly-held developer and owner of Class A office properties in the United States, concentrated in five markets - Boston, Los Angeles, New York, San Francisco and Washington, DC. The Company is a fully integrated real estate company, organized as a real estate investment trust (REIT), that develops, ...

More about BXP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.

Account