BTW
Boston Trust Walden’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
11,245
+5,780
| +106% | +$1.89M | 0.03% | 232 |
|
|
2025
Q1 | $1.71M | Buy |
5,465
+205
| +4% | +$64.3K | 0.01% | 257 |
|
|
2024
Q4 | $1.83M | Buy |
5,260
+240
| +5% | +$83.7K | 0.01% | 258 |
|
|
2024
Q3 | $1.63M | Buy |
5,020
+675
| +16% | +$219K | 0.01% | 261 |
|
|
2024
Q2 | $1.2M | Sell |
4,345
-765
| -15% | -$212K | 0.01% | 271 |
|
|
2024
Q1 | $1.51M | Sell |
5,110
-44,532
| -90% | -$13.1M | 0.01% | 259 |
|
|
2023
Q4 | $11.9M | Sell |
49,642
-86,053
| -63% | -$20.6M | 0.09% | 184 |
|
|
2023
Q3 | $31M | Sell |
135,695
-9,445
| -7% | -$2.16M | 0.26% | 137 |
|
|
2023
Q2 | $35.6M | Buy |
145,140
+1,125
| +0.8% | +$276K | 0.29% | 125 |
|
|
2023
Q1 | $34.4M | Sell |
144,015
-4,125
| -3% | -$985K | 0.3% | 128 |
|
|
2022
Q4 | $35.9M | Buy |
148,140
+1,765
| +1% | +$428K | 0.32% | 114 |
|
|
2022
Q3 | $29.8M | Sell |
146,375
-330
| -0.2% | -$67.2K | 0.3% | 122 |
|
|
2022
Q2 | $28.4M | Sell |
146,705
-523
| -0.4% | -$101K | 0.27% | 132 |
|
|
2022
Q1 | $30.2M | Buy |
147,228
+1,990
| +1% | +$408K | 0.25% | 139 |
|
|
2021
Q4 | $31.7M | Buy |
145,238
+6,440
| +5% | +$1.4M | 0.25% | 138 |
|
|
2021
Q3 | $31.2M | Buy |
138,798
+6,543
| +5% | +$1.47M | 0.28% | 133 |
|
|
2021
Q2 | $32.2M | Sell |
132,255
-844
| -0.6% | -$206K | 0.29% | 123 |
|
|
2021
Q1 | $34.5M | Buy |
133,099
+2,570
| +2% | +$666K | 0.33% | 108 |
|
|
2020
Q4 | $29.6M | Sell |
130,529
-226
| -0.2% | -$51.3K | 0.32% | 111 |
|
|
2020
Q3 | $27.6M | Buy |
130,755
+1,052
| +0.8% | +$222K | 0.34% | 90 |
|
|
2020
Q2 | $22.5M | Sell |
129,703
-4,255
| -3% | -$737K | 0.3% | 105 |
|
|
2020
Q1 | $18.1M | Sell |
133,958
-2,238
| -2% | -$303K | 0.29% | 111 |
|
|
2019
Q4 | $24.4M | Buy |
136,196
+98,216
| +259% | +$17.6M | 0.28% | 109 |
|
|
2019
Q3 | $6.18M | Buy |
37,980
+36,810
| +3,146% | +$5.99M | 0.08% | 225 |
|
|
2019
Q2 | $200K | Buy |
+1,170
| New | +$200K | ﹤0.01% | 377 |
|
|
2018
Q1 | – | Sell |
-1,170
| Closed | -$207K | – | 384 |
|
|
2017
Q4 | $207K | Buy |
+1,170
| New | +$207K | ﹤0.01% | 377 |
|