Boston Trust Walden’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.35M | Buy |
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|
2025
Q2 | $7.42M | Sell |
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|
2025
Q1 | $8.43M | Sell |
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|
2024
Q4 | $6.97M | Sell |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $8.99M | Buy |
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|
2024
Q1 | $8.78M | Sell |
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|
2023
Q4 | $9.39M | Buy |
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|
2023
Q3 | $9.13M | Sell |
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|
2023
Q2 | $9.03M | Buy |
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|
2023
Q1 | $7.05M | Buy |
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|
2022
Q4 | $5.67M | Buy |
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|
2022
Q3 | $5.26M | Sell |
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|
2022
Q2 | $27.8M | Sell |
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|
2022
Q1 | $40.8M | Sell |
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|
2021
Q4 | $43M | Sell |
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|
2021
Q3 | $34.2M | Buy |
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|
2021
Q2 | $26.2M | Buy |
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|
2021
Q1 | $21M | Buy |
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|
2020
Q4 | $16.2M | Buy |
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|
2020
Q3 | $15.4M | Buy |
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|
2020
Q2 | $13.8M | Sell |
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|
2020
Q1 | $13.4M | Sell |
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|
2019
Q4 | $18.4M | Sell |
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|
2019
Q3 | $17.9M | Buy |
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|
2019
Q2 | $15.3M | Buy |
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|
2019
Q1 | $13.5M | Buy |
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|
2018
Q4 | $12.2M | Buy |
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|
2018
Q3 | $12.3M | Buy |
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|
2018
Q2 | $11.3M | Buy |
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|
2018
Q1 | $9.85M | Sell |
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|
2017
Q4 | $10.1M | Sell |
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|
2017
Q3 | $9.56M | Buy |
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|
2017
Q2 | $8.54M | Buy |
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|
2017
Q1 | $8.03M | Sell |
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|
2016
Q4 | $8.73M | Buy |
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|
2016
Q3 | $7.08M | Sell |
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|
2016
Q2 | $7.12M | Sell |
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|
2016
Q1 | $6.94M | Buy |
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|
2015
Q4 | $5.49M | Sell |
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|
2015
Q3 | $8.43M | Sell |
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|
2015
Q2 | $8.95M | Buy |
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|
2015
Q1 | $8.59M | Buy |
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|
2014
Q4 | $7.07M | Buy |
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|
2014
Q3 | $6.65M | Buy |
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