BTW
Boston Trust Walden’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360M | Sell |
1,755,454
-49,142
| -3% | -$10.1M | 2.57% | 2 |
|
|
2025
Q1 | $401M | Sell |
1,804,596
-51,710
| -3% | -$11.5M | 2.93% | 2 |
|
|
2024
Q4 | $465M | Sell |
1,856,306
-99,096
| -5% | -$24.8M | 3.26% | 2 |
|
|
2024
Q3 | $456M | Sell |
1,955,402
-34,558
| -2% | -$8.05M | 3.17% | 2 |
|
|
2024
Q2 | $419M | Sell |
1,989,960
-135,965
| -6% | -$28.6M | 3.11% | 2 |
|
|
2024
Q1 | $365M | Sell |
2,125,925
-73,737
| -3% | -$12.6M | 2.6% | 2 |
|
|
2023
Q4 | $424M | Sell |
2,199,662
-11,056
| -0.5% | -$2.13M | 3.2% | 2 |
|
|
2023
Q3 | $378M | Sell |
2,210,718
-31,996
| -1% | -$5.48M | 3.17% | 2 |
|
|
2023
Q2 | $435M | Sell |
2,242,714
-57,617
| -3% | -$11.2M | 3.57% | 2 |
|
|
2023
Q1 | $379M | Sell |
2,300,331
-215,489
| -9% | -$35.5M | 3.27% | 2 |
|
|
2022
Q4 | $327M | Sell |
2,515,820
-163,859
| -6% | -$21.3M | 2.87% | 2 |
|
|
2022
Q3 | $370M | Sell |
2,679,679
-64,830
| -2% | -$8.96M | 3.67% | 1 |
|
|
2022
Q2 | $375M | Sell |
2,744,509
-17,068
| -0.6% | -$2.33M | 3.55% | 2 |
|
|
2022
Q1 | $482M | Sell |
2,761,577
-106,642
| -4% | -$18.6M | 3.98% | 1 |
|
|
2021
Q4 | $509M | Sell |
2,868,219
-78,928
| -3% | -$14M | 4.09% | 1 |
|
|
2021
Q3 | $417M | Sell |
2,947,147
-48,161
| -2% | -$6.81M | 3.69% | 2 |
|
|
2021
Q2 | $410M | Buy |
2,995,308
+27,382
| +0.9% | +$3.75M | 3.65% | 2 |
|
|
2021
Q1 | $363M | Sell |
2,967,926
-95,410
| -3% | -$11.7M | 3.51% | 1 |
|
|
2020
Q4 | $406M | Sell |
3,063,336
-53,691
| -2% | -$7.12M | 4.34% | 1 |
|
|
2020
Q3 | $361M | Buy |
3,117,027
+2,321,863
| +292% | +$269M | 4.5% | 1 |
|
|
2020
Q2 | $290M | Sell |
795,164
-32,205
| -4% | -$11.7M | 3.92% | 2 |
|
|
2020
Q1 | $210M | Sell |
827,369
-150,546
| -15% | -$38.3M | 3.35% | 2 |
|
|
2019
Q4 | $287M | Sell |
977,915
-43,411
| -4% | -$12.7M | 3.34% | 1 |
|
|
2019
Q3 | $229M | Sell |
1,021,326
-5,319
| -0.5% | -$1.19M | 2.88% | 2 |
|
|
2019
Q2 | $203M | Buy |
1,026,645
+9,833
| +1% | +$1.95M | 2.64% | 2 |
|
|
2019
Q1 | $193M | Buy |
1,016,812
+22,408
| +2% | +$4.26M | 2.63% | 2 |
|
|
2018
Q4 | $157M | Sell |
994,404
-14,836
| -1% | -$2.34M | 2.5% | 2 |
|
|
2018
Q3 | $228M | Sell |
1,009,240
-5,207
| -0.5% | -$1.18M | 3.14% | 1 |
|
|
2018
Q2 | $188M | Sell |
1,014,447
-3,745
| -0.4% | -$693K | 2.76% | 1 |
|
|
2018
Q1 | $171M | Sell |
1,018,192
-10,287
| -1% | -$1.73M | 2.59% | 1 |
|
|
2017
Q4 | $174M | Buy |
1,028,479
+15,481
| +2% | +$2.62M | 2.55% | 1 |
|
|
2017
Q3 | $156M | Buy |
1,012,998
+4,404
| +0.4% | +$679K | 2.43% | 1 |
|
|
2017
Q2 | $145M | Buy |
1,008,594
+39,770
| +4% | +$5.73M | 2.33% | 1 |
|
|
2017
Q1 | $139M | Buy |
968,824
+3,227
| +0.3% | +$464K | 2.17% | 1 |
|
|
2016
Q4 | $112M | Buy |
965,597
+9,244
| +1% | +$1.07M | 1.76% | 1 |
|
|
2016
Q3 | $108M | Buy |
956,353
+14,844
| +2% | +$1.68M | 1.78% | 1 |
|
|
2016
Q2 | $90M | Buy |
941,509
+57,352
| +6% | +$5.48M | 1.54% | 3 |
|
|
2016
Q1 | $96.4M | Buy |
884,157
+13,734
| +2% | +$1.5M | 1.68% | 1 |
|
|
2015
Q4 | $91.6M | Buy |
870,423
+885
| +0.1% | +$93.2K | 1.7% | 2 |
|
|
2015
Q3 | $95.9M | Buy |
869,538
+2,207
| +0.3% | +$243K | 1.6% | 1 |
|
|
2015
Q2 | $109M | Sell |
867,331
-12,092
| -1% | -$1.52M | 1.66% | 1 |
|
|
2015
Q1 | $109M | Buy |
879,423
+5,272
| +0.6% | +$656K | 1.62% | 1 |
|
|
2014
Q4 | $96.5M | Buy |
874,151
+17,594
| +2% | +$1.94M | 1.44% | 1 |
|
|
2014
Q3 | $86.3M | Buy |
856,557
+3,934
| +0.5% | +$396K | 1.33% | 1 |
|
|
2014
Q2 | $79.2M | Buy |
852,623
+729,564
| +593% | +$67.8M | 1.15% | 3 |
|
|
2014
Q1 | $66.1M | Buy |
123,059
+748
| +0.6% | +$401K | 0.98% | 11 |
|
|
2013
Q4 | $68.6M | Sell |
122,311
-4,103
| -3% | -$2.3M | 1% | 9 |
|
|
2013
Q3 | $60.3M | Sell |
126,414
-5,240
| -4% | -$2.5M | 0.92% | 14 |
|
|
2013
Q2 | $52.2M | Buy |
+131,654
| New | +$52.2M | 0.84% | 27 |
|