BTW
Boston Trust Walden’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
48,606
+6,444
| +15% | +$305K | 0.02% | 245 |
|
|
2025
Q1 | $1.76M | Buy |
42,162
+2,954
| +8% | +$123K | 0.01% | 256 |
|
|
2024
Q4 | $1.72M | Sell |
39,208
-760
| -2% | -$33.4K | 0.01% | 261 |
|
|
2024
Q3 | $1.59M | Buy |
39,968
+60
| +0.2% | +$2.38K | 0.01% | 262 |
|
|
2024
Q2 | $1.59M | Sell |
39,908
-1,733
| -4% | -$68.9K | 0.01% | 254 |
|
|
2024
Q1 | $1.58M | Sell |
41,641
-400
| -1% | -$15.2K | 0.01% | 255 |
|
|
2023
Q4 | $1.42M | Hold |
42,041
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $1.15M | Sell |
42,041
-150
| -0.4% | -$4.11K | 0.01% | 267 |
|
|
2023
Q2 | $1.21M | Buy |
42,191
+8,074
| +24% | +$232K | 0.01% | 269 |
|
|
2023
Q1 | $976K | Sell |
34,117
-9,200
| -21% | -$263K | 0.01% | 278 |
|
|
2022
Q4 | $1.43M | Sell |
43,317
-749
| -2% | -$24.8K | 0.01% | 261 |
|
|
2022
Q3 | $1.33M | Sell |
44,066
-3,974
| -8% | -$120K | 0.01% | 258 |
|
|
2022
Q2 | $1.5M | Sell |
48,040
-4,292
| -8% | -$134K | 0.01% | 260 |
|
|
2022
Q1 | $2.16M | Hold |
52,332
| – | – | 0.02% | 255 |
|
|
2021
Q4 | $2.33M | Buy |
52,332
+6,416
| +14% | +$285K | 0.02% | 259 |
|
|
2021
Q3 | $1.95M | Sell |
45,916
-12,947
| -22% | -$550K | 0.02% | 258 |
|
|
2021
Q2 | $2.43M | Buy |
58,863
+27,409
| +87% | +$1.13M | 0.02% | 255 |
|
|
2021
Q1 | $1.22M | Buy |
31,454
+3,792
| +14% | +$147K | 0.01% | 271 |
|
|
2020
Q4 | $838K | Hold |
27,662
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $666K | Sell |
27,662
-577
| -2% | -$13.9K | 0.01% | 300 |
|
|
2020
Q2 | $671K | Sell |
28,239
-1,080
| -4% | -$25.7K | 0.01% | 298 |
|
|
2020
Q1 | $622K | Sell |
29,319
-8,312
| -22% | -$176K | 0.01% | 296 |
|
|
2019
Q4 | $1.33M | Buy |
37,631
+6,424
| +21% | +$226K | 0.02% | 284 |
|
|
2019
Q3 | $910K | Hold |
31,207
| – | – | 0.01% | 291 |
|
|
2019
Q2 | $905K | Buy |
31,207
+177
| +0.6% | +$5.13K | 0.01% | 302 |
|
|
2019
Q1 | $856K | Sell |
31,030
-2,100
| -6% | -$57.9K | 0.01% | 305 |
|
|
2018
Q4 | $816K | Hold |
33,130
| – | – | 0.01% | 305 |
|
|
2018
Q3 | $976K | Hold |
33,130
| – | – | 0.01% | 304 |
|
|
2018
Q2 | $934K | Hold |
33,130
| – | – | 0.01% | 306 |
|
|
2018
Q1 | $994K | Sell |
33,130
-424
| -1% | -$12.7K | 0.02% | 304 |
|
|
2017
Q4 | $991K | Buy |
33,554
+4,500
| +15% | +$133K | 0.01% | 304 |
|
|
2017
Q3 | $736K | Sell |
29,054
-1,000
| -3% | -$25.3K | 0.01% | 320 |
|
|
2017
Q2 | $729K | Buy |
30,054
+8,234
| +38% | +$200K | 0.01% | 311 |
|
|
2017
Q1 | $515K | Buy |
21,820
+3,843
| +21% | +$90.7K | 0.01% | 313 |
|
|
2016
Q4 | $397K | Buy |
17,977
+550
| +3% | +$12.1K | 0.01% | 320 |
|
|
2016
Q3 | $273K | Hold |
17,427
| – | – | ﹤0.01% | 334 |
|
|
2016
Q2 | $231K | Sell |
17,427
-200
| -1% | -$2.65K | ﹤0.01% | 340 |
|
|
2016
Q1 | $238K | Sell |
17,627
-475
| -3% | -$6.41K | ﹤0.01% | 338 |
|
|
2015
Q4 | $305K | Hold |
18,102
| – | – | 0.01% | 329 |
|
|
2015
Q3 | $282K | Sell |
18,102
-1,608
| -8% | -$25.1K | ﹤0.01% | 338 |
|
|
2015
Q2 | $335K | Buy |
19,710
+1,608
| +9% | +$27.3K | 0.01% | 329 |
|
|
2015
Q1 | $279K | Sell |
18,102
-700
| -4% | -$10.8K | ﹤0.01% | 332 |
|
|
2014
Q4 | $336K | Hold |
18,802
| – | – | 0.01% | 327 |
|
|
2014
Q3 | $321K | Hold |
18,802
| – | – | 0.01% | 325 |
|
|
2014
Q2 | $289K | Sell |
18,802
-652
| -3% | -$10K | ﹤0.01% | 325 |
|
|
2014
Q1 | $335K | Buy |
19,454
+1,550
| +9% | +$26.7K | 0.01% | 296 |
|
|
2013
Q4 | $279K | Buy |
+17,904
| New | +$279K | ﹤0.01% | 318 |
|