BTW
Boston Trust Walden’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Sell |
66,942
-831
| -1% | -$92.1K | 0.05% | 217 |
|
|
2025
Q1 | $8.43M | Sell |
67,773
-545
| -0.8% | -$67.8K | 0.06% | 211 |
|
|
2024
Q4 | $6.97M | Sell |
68,318
-31,161
| -31% | -$3.18M | 0.05% | 220 |
|
|
2024
Q3 | $10.3M | Sell |
99,479
-1,079
| -1% | -$112K | 0.07% | 203 |
|
|
2024
Q2 | $8.99M | Buy |
100,558
+315
| +0.3% | +$28.2K | 0.07% | 203 |
|
|
2024
Q1 | $8.78M | Sell |
100,243
-31,834
| -24% | -$2.79M | 0.06% | 203 |
|
|
2023
Q4 | $9.39M | Buy |
132,077
+1,284
| +1% | +$91.3K | 0.07% | 196 |
|
|
2023
Q3 | $9.13M | Sell |
130,793
-340
| -0.3% | -$23.7K | 0.08% | 198 |
|
|
2023
Q2 | $9.03M | Buy |
131,133
+8,295
| +7% | +$571K | 0.07% | 202 |
|
|
2023
Q1 | $7.05M | Buy |
122,838
+23,240
| +23% | +$1.33M | 0.06% | 215 |
|
|
2022
Q4 | $5.67M | Buy |
99,598
+12,575
| +14% | +$716K | 0.05% | 224 |
|
|
2022
Q3 | $5.26M | Sell |
87,023
-389,798
| -82% | -$23.6M | 0.05% | 223 |
|
|
2022
Q2 | $27.8M | Sell |
476,821
-88,150
| -16% | -$5.14M | 0.26% | 135 |
|
|
2022
Q1 | $40.8M | Sell |
564,971
-46,346
| -8% | -$3.35M | 0.34% | 105 |
|
|
2021
Q4 | $43M | Sell |
611,317
-6,198
| -1% | -$436K | 0.35% | 103 |
|
|
2021
Q3 | $34.2M | Buy |
617,515
+125,412
| +25% | +$6.95M | 0.3% | 121 |
|
|
2021
Q2 | $26.2M | Buy |
492,103
+31,677
| +7% | +$1.68M | 0.23% | 153 |
|
|
2021
Q1 | $21M | Buy |
460,426
+118,473
| +35% | +$5.42M | 0.2% | 162 |
|
|
2020
Q4 | $16.2M | Buy |
341,953
+1,102
| +0.3% | +$52.2K | 0.17% | 173 |
|
|
2020
Q3 | $15.4M | Buy |
340,851
+3,241
| +1% | +$147K | 0.19% | 163 |
|
|
2020
Q2 | $13.8M | Sell |
337,610
-32,408
| -9% | -$1.32M | 0.19% | 169 |
|
|
2020
Q1 | $13.4M | Sell |
370,018
-96,061
| -21% | -$3.48M | 0.21% | 145 |
|
|
2019
Q4 | $18.4M | Sell |
466,079
-29,246
| -6% | -$1.15M | 0.21% | 149 |
|
|
2019
Q3 | $17.9M | Buy |
495,325
+37,950
| +8% | +$1.37M | 0.22% | 138 |
|
|
2019
Q2 | $15.3M | Buy |
457,375
+1,201
| +0.3% | +$40.2K | 0.2% | 149 |
|
|
2019
Q1 | $13.5M | Buy |
456,174
+12,089
| +3% | +$357K | 0.18% | 162 |
|
|
2018
Q4 | $12.2M | Buy |
444,085
+28,704
| +7% | +$791K | 0.19% | 153 |
|
|
2018
Q3 | $12.3M | Buy |
415,381
+7,591
| +2% | +$224K | 0.17% | 166 |
|
|
2018
Q2 | $11.3M | Buy |
407,790
+20,585
| +5% | +$571K | 0.17% | 175 |
|
|
2018
Q1 | $9.85M | Buy |
387,205
+191,321
| +98% | +$4.87M | 0.15% | 184 |
|
|
2017
Q4 | $10.1M | Sell |
195,884
-2,593
| -1% | -$133K | 0.15% | 183 |
|
|
2017
Q3 | $9.56M | Buy |
198,477
+170
| +0.1% | +$8.19K | 0.15% | 187 |
|
|
2017
Q2 | $8.54M | Buy |
198,307
+5,938
| +3% | +$256K | 0.14% | 184 |
|
|
2017
Q1 | $8.03M | Sell |
192,369
-2,161
| -1% | -$90.2K | 0.13% | 193 |
|
|
2016
Q4 | $8.73M | Buy |
194,530
+6,730
| +4% | +$302K | 0.14% | 185 |
|
|
2016
Q3 | $7.08M | Sell |
187,800
-2,172
| -1% | -$81.9K | 0.12% | 198 |
|
|
2016
Q2 | $7.12M | Sell |
189,972
-3,984
| -2% | -$149K | 0.12% | 194 |
|
|
2016
Q1 | $6.94M | Buy |
193,956
+23,078
| +14% | +$826K | 0.12% | 200 |
|
|
2015
Q4 | $5.49M | Sell |
170,878
-101,182
| -37% | -$3.25M | 0.1% | 210 |
|
|
2015
Q3 | $8.43M | Sell |
272,060
-157
| -0.1% | -$4.86K | 0.14% | 200 |
|
|
2015
Q2 | $8.95M | Buy |
272,217
+12,823
| +5% | +$421K | 0.14% | 198 |
|
|
2015
Q1 | $8.59M | Buy |
259,394
+44,560
| +21% | +$1.48M | 0.13% | 190 |
|
|
2014
Q4 | $7.07M | Buy |
214,834
+8,061
| +4% | +$265K | 0.11% | 196 |
|
|
2014
Q3 | $6.65M | Buy |
+206,773
| New | +$6.65M | 0.1% | 196 |
|