Birch Hill Investment Advisors’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Sell	1,012 -86	-8%	-$38.5K	0.02%	146
2025 Q1	$499K	Hold	1,098	–	–	0.02%	140
2024 Q4	$527K	Buy	1,098 +86	+8%	+$41.3K	0.02%	138
2024 Q3	$465K	Hold	1,012	–	–	0.02%	137
2024 Q2	$413K	Hold	1,012	–	–	0.02%	139
2024 Q1	$460K	Hold	1,012	–	–	0.02%	133
2023 Q4	$483K	Hold	1,012	–	–	0.03%	123
2023 Q3	$443K	Hold	1,012	–	–	0.03%	120
2023 Q2	$405K	Hold	1,012	–	–	0.02%	123
2023 Q1	$420K	Hold	1,012	–	–	0.03%	125
2022 Q4	$406K	Hold	1,012	–	–	0.03%	124
2022 Q3	$405K	Hold	1,012	–	–	0.03%	116
2022 Q2	$389K	Hold	1,012	–	–	0.02%	121
2022 Q1	$439K	Hold	1,012	–	–	0.02%	124
2021 Q4	$492K	Hold	1,012	–	–	0.02%	124
2021 Q3	$400K	Hold	1,012	–	–	0.02%	132
2021 Q2	$340K	Hold	1,012	–	–	0.02%	134
2021 Q1	$312K	Hold	1,012	–	–	0.02%	131
2020 Q4	$336K	Hold	1,012	–	–	0.02%	127
2020 Q3	$339K	Hold	1,012	–	–	0.02%	120
2020 Q2	$332K	Hold	1,012	–	–	0.02%	118
2020 Q1	$264K	Hold	1,012	–	–	0.02%	118
2019 Q4	$272K	Hold	1,012	–	–	0.02%	130
2019 Q3	$246K	Hold	1,012	–	–	0.02%	132
2019 Q2	$290K	Hold	1,012	–	–	0.02%	126
2019 Q1	$251K	Hold	1,012	–	–	0.02%	129
2018 Q4	$203K	Hold	1,012	–	–	0.02%	135
2018 Q3	$226K	Hold	1,012	–	–	0.02%	144
2018 Q2	$200K	Hold	1,012	–	–	0.02%	141
2018 Q1	$202K	Buy	+1,012	New	+$202K	0.02%	140