Boston Trust Walden’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $424K | Buy |
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|
2025
Q2 | $326K | Hold |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Hold |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $238K | Buy |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $243K | Hold |
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|
2017
Q2 | $234K | Sell |
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|
2017
Q1 | $219K | Buy |
|