BTW
Boston Trust Walden’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104M | Buy |
1,465,621
+27,644
| +2% | +$1.97M | 0.74% | 33 |
|
|
2025
Q1 | $121M | Buy |
1,437,977
+58,687
| +4% | +$4.95M | 0.89% | 21 |
|
|
2024
Q4 | $127M | Buy |
1,379,290
+125,475
| +10% | +$11.5M | 0.89% | 21 |
|
|
2024
Q3 | $138M | Buy |
1,253,815
+19,038
| +2% | +$2.1M | 0.96% | 15 |
|
|
2024
Q2 | $108M | Sell |
1,234,777
-43,305
| -3% | -$3.78M | 0.8% | 28 |
|
|
2024
Q1 | $130M | Buy |
1,278,082
+935,049
| +273% | +$94.9M | 0.93% | 21 |
|
|
2023
Q4 | $130M | Buy |
343,033
+61,117
| +22% | +$23.1M | 0.98% | 20 |
|
|
2023
Q3 | $89.7M | Buy |
281,916
+1,042
| +0.4% | +$331K | 0.75% | 37 |
|
|
2023
Q2 | $108M | Sell |
280,874
-18,193
| -6% | -$6.98M | 0.88% | 24 |
|
|
2023
Q1 | $112M | Sell |
299,067
-20,437
| -6% | -$7.63M | 0.96% | 19 |
|
|
2022
Q4 | $106M | Buy |
319,504
+36,756
| +13% | +$12.2M | 0.93% | 23 |
|
|
2022
Q3 | $74.6M | Buy |
282,748
+48,184
| +21% | +$12.7M | 0.74% | 36 |
|
|
2022
Q2 | $73.4M | Buy |
234,564
+17,564
| +8% | +$5.5M | 0.69% | 38 |
|
|
2022
Q1 | $90.6M | Buy |
217,000
+16,864
| +8% | +$7.04M | 0.75% | 30 |
|
|
2021
Q4 | $83.8M | Sell |
200,136
-266
| -0.1% | -$111K | 0.67% | 39 |
|
|
2021
Q3 | $82.8M | Buy |
200,402
+6,601
| +3% | +$2.73M | 0.73% | 34 |
|
|
2021
Q2 | $76.8M | Buy |
193,801
+8,363
| +5% | +$3.31M | 0.68% | 36 |
|
|
2021
Q1 | $71.2M | Buy |
185,438
+17,866
| +11% | +$6.86M | 0.69% | 37 |
|
|
2020
Q4 | $60.9M | Buy |
167,572
+18,325
| +12% | +$6.66M | 0.65% | 37 |
|
|
2020
Q3 | $50.3M | Buy |
149,247
+10,235
| +7% | +$3.45M | 0.63% | 41 |
|
|
2020
Q2 | $39.4M | Buy |
139,012
+2,406
| +2% | +$682K | 0.53% | 53 |
|
|
2020
Q1 | $37.7M | Buy |
136,606
+68,906
| +102% | +$19M | 0.6% | 46 |
|
|
2019
Q4 | $21.8M | Buy |
67,700
+1,783
| +3% | +$573K | 0.25% | 123 |
|
|
2019
Q3 | $19.6M | Buy |
65,917
+5,441
| +9% | +$1.62M | 0.25% | 125 |
|
|
2019
Q2 | $20.4M | Sell |
60,476
-361
| -0.6% | -$122K | 0.27% | 114 |
|
|
2019
Q1 | $18M | Buy |
60,837
+2,039
| +3% | +$604K | 0.25% | 121 |
|
|
2018
Q4 | $15M | Buy |
58,798
+4,834
| +9% | +$1.23M | 0.24% | 120 |
|
|
2018
Q3 | $15M | Buy |
53,964
+168
| +0.3% | +$46.6K | 0.21% | 138 |
|
|
2018
Q2 | $12.7M | Buy |
53,796
+3,225
| +6% | +$759K | 0.19% | 159 |
|
|
2018
Q1 | $11.6M | Buy |
50,571
+335
| +0.7% | +$76.7K | 0.18% | 166 |
|
|
2017
Q4 | $10.9M | Buy |
50,236
+2,015
| +4% | +$439K | 0.16% | 171 |
|
|
2017
Q3 | $11.4M | Buy |
48,221
+85
| +0.2% | +$20.2K | 0.18% | 162 |
|
|
2017
Q2 | $11.5M | Buy |
48,136
+1,740
| +4% | +$417K | 0.19% | 158 |
|
|
2017
Q1 | $9.27M | Sell |
46,396
-548
| -1% | -$110K | 0.14% | 182 |
|
|
2016
Q4 | $8.21M | Buy |
46,944
+1,496
| +3% | +$262K | 0.13% | 190 |
|
|
2016
Q3 | $8.15M | Sell |
45,448
-5,308
| -10% | -$952K | 0.13% | 187 |
|
|
2016
Q2 | $8.71M | Sell |
50,756
-1,027
| -2% | -$176K | 0.15% | 182 |
|
|
2016
Q1 | $7.97M | Sell |
51,783
-831
| -2% | -$128K | 0.14% | 193 |
|
|
2015
Q4 | $7.06M | Sell |
52,614
-272
| -0.5% | -$36.5K | 0.13% | 196 |
|
|
2015
Q3 | $7.87M | Buy |
52,886
+1,020
| +2% | +$152K | 0.13% | 205 |
|
|
2015
Q2 | $9.23M | Buy |
51,866
+1,322
| +3% | +$235K | 0.14% | 194 |
|
|
2015
Q1 | $9.47M | Buy |
50,544
+235
| +0.5% | +$44K | 0.14% | 182 |
|
|
2014
Q4 | $8.16M | Buy |
50,309
+3,002
| +6% | +$487K | 0.12% | 190 |
|
|
2014
Q3 | $7.37M | Buy |
47,307
+10,812
| +30% | +$1.68M | 0.11% | 191 |
|
|
2014
Q2 | $4.95M | Sell |
36,495
-200
| -0.5% | -$27.1K | 0.07% | 205 |
|
|
2014
Q1 | $5.04M | Buy |
+36,695
| New | +$5.04M | 0.07% | 199 |
|