BTW
Boston Trust Walden’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98M | Sell |
32,819
-393
| -1% | -$95.5K | 0.06% | 214 |
|
|
2025
Q1 | $8.05M | Sell |
33,212
-213
| -0.6% | -$51.6K | 0.06% | 215 |
|
|
2024
Q4 | $7.56M | Sell |
33,425
-6
| -0% | -$1.36K | 0.05% | 216 |
|
|
2024
Q3 | $7.19M | Sell |
33,431
-367
| -1% | -$78.9K | 0.05% | 219 |
|
|
2024
Q2 | $6.66M | Buy |
33,798
+165
| +0.5% | +$32.5K | 0.05% | 219 |
|
|
2024
Q1 | $6.89M | Sell |
33,633
-17,821
| -35% | -$3.65M | 0.05% | 218 |
|
|
2023
Q4 | $10.6M | Sell |
51,454
-158,336
| -75% | -$32.6M | 0.08% | 189 |
|
|
2023
Q3 | $37.6M | Sell |
209,790
-71,358
| -25% | -$12.8M | 0.31% | 110 |
|
|
2023
Q2 | $46.6M | Buy |
281,148
+18,406
| +7% | +$3.05M | 0.38% | 97 |
|
|
2023
Q1 | $38.5M | Buy |
262,742
+8,285
| +3% | +$1.21M | 0.33% | 114 |
|
|
2022
Q4 | $34.1M | Buy |
254,457
+790
| +0.3% | +$106K | 0.3% | 125 |
|
|
2022
Q3 | $36.6M | Sell |
253,667
-31,126
| -11% | -$4.49M | 0.36% | 98 |
|
|
2022
Q2 | $40.6M | Buy |
284,793
+50,781
| +22% | +$7.24M | 0.38% | 91 |
|
|
2022
Q1 | $36.4M | Buy |
234,012
+52,598
| +29% | +$8.19M | 0.3% | 120 |
|
|
2021
Q4 | $33.2M | Buy |
181,414
+83
| +0% | +$15.2K | 0.27% | 131 |
|
|
2021
Q3 | $30.2M | Sell |
181,331
-2,228
| -1% | -$371K | 0.27% | 138 |
|
|
2021
Q2 | $29.7M | Buy |
183,559
+11,585
| +7% | +$1.87M | 0.26% | 137 |
|
|
2021
Q1 | $26.3M | Buy |
171,974
+44,428
| +35% | +$6.8M | 0.26% | 138 |
|
|
2020
Q4 | $19.5M | Buy |
127,546
+82,240
| +182% | +$12.6M | 0.21% | 154 |
|
|
2020
Q3 | $5.98M | Buy |
45,306
+25
| +0.1% | +$3.3K | 0.07% | 224 |
|
|
2020
Q2 | $5.71M | Buy |
+45,281
| New | +$5.71M | 0.08% | 222 |
|