Boston Trust Walden’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
3,574
| – | – | ﹤0.01% | 345 |
|
|
2025
Q1 | $300K | Hold |
3,574
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $275K | Hold |
3,574
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $257K | Hold |
3,574
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $214K | Sell |
3,574
-100
| -3% | -$5.99K | ﹤0.01% | 367 |
|
|
2024
Q1 | $212K | Sell |
3,674
-462
| -11% | -$26.6K | ﹤0.01% | 366 |
|
|
2023
Q4 | $215K | Buy |
+4,136
| New | +$215K | ﹤0.01% | 363 |
|
|
2022
Q2 | – | Sell |
-4,350
| Closed | -$216K | – | 369 |
|
|
2022
Q1 | $216K | Buy |
4,350
+100
| +2% | +$4.97K | ﹤0.01% | 380 |
|
|
2021
Q4 | $247K | Sell |
4,250
-100
| -2% | -$5.81K | ﹤0.01% | 373 |
|
|
2021
Q3 | $226K | Hold |
4,350
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $223K | Buy |
+4,350
| New | +$223K | ﹤0.01% | 375 |
|
|
2020
Q1 | – | Sell |
-4,317
| Closed | -$217K | – | 351 |
|
|
2019
Q4 | $217K | Buy |
+4,317
| New | +$217K | ﹤0.01% | 373 |
|
|
2019
Q3 | – | Sell |
-4,587
| Closed | -$203K | – | 377 |
|
|
2019
Q2 | $203K | Hold |
4,587
| – | – | ﹤0.01% | 374 |
|
|
2019
Q1 | $231K | Hold |
4,587
| – | – | ﹤0.01% | 366 |
|
|
2018
Q4 | $216K | Sell |
4,587
-75
| -2% | -$3.53K | ﹤0.01% | 365 |
|
|
2018
Q3 | $238K | Buy |
4,662
+75
| +2% | +$3.83K | ﹤0.01% | 366 |
|
|
2018
Q2 | $247K | Hold |
4,587
| – | – | ﹤0.01% | 366 |
|
|
2018
Q1 | $236K | Hold |
4,587
| – | – | ﹤0.01% | 371 |
|
|
2017
Q4 | $247K | Hold |
4,587
| – | – | ﹤0.01% | 369 |
|
|
2017
Q3 | $243K | Hold |
4,587
| – | – | ﹤0.01% | 364 |
|
|
2017
Q2 | $234K | Sell |
4,587
-50
| -1% | -$2.55K | ﹤0.01% | 365 |
|
|
2017
Q1 | $219K | Buy |
+4,637
| New | +$219K | ﹤0.01% | 346 |
|