Charter Oak Capital Management, LLC's ownership history for MA

Charter Oak Capital Management, LLC currently holds 1.2K shares with a market value of $611.2K. It started holding MA on 2024-09-30. At its peak, it held 1.7K shares on 2025-06-30. Its highest holding value was $948.1K on 2025-06-30. At its lowest, it held 979 shares on 2024-09-30, with a value of $483.4K on 2024-09-30. In the recent 180 days, Charter Oak Capital Management, LLC has decreased its shares by 93. In the recent year, Charter Oak Capital Management, LLC has increased its shares by 109.