Boston Trust Walden’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $55.2M | Sell |
536,874
-140,956
| -21% | -$14.5M | 0.39% | 99 |
|
2025
Q1 | $75.9M | Sell |
677,830
-12,223
| -2% | -$1.37M | 0.55% | 61 |
|
2024
Q4 | $76.8M | Sell |
690,053
-7,492
| -1% | -$834K | 0.54% | 60 |
|
2024
Q3 | $76M | Sell |
697,545
-30,069
| -4% | -$3.28M | 0.53% | 60 |
|
2024
Q2 | $61.7M | Sell |
727,614
-108,489
| -13% | -$9.2M | 0.46% | 77 |
|
2024
Q1 | $73.3M | Sell |
836,103
-6,003
| -0.7% | -$526K | 0.52% | 66 |
|
2023
Q4 | $69.4M | Buy |
842,106
+8,025
| +1% | +$661K | 0.52% | 63 |
|
2023
Q3 | $54.7M | Buy |
834,081
+53,862
| +7% | +$3.53M | 0.46% | 74 |
|
2023
Q2 | $50.3M | Buy |
780,219
+23,217
| +3% | +$1.5M | 0.41% | 89 |
|
2023
Q1 | $48M | Buy |
757,002
+22,389
| +3% | +$1.42M | 0.41% | 84 |
|
2022
Q4 | $35.6M | Sell |
734,613
-3,507
| -0.5% | -$170K | 0.31% | 115 |
|
2022
Q3 | $34.1M | Buy |
738,120
+22,917
| +3% | +$1.06M | 0.34% | 105 |
|
2022
Q2 | $35.1M | Sell |
715,203
-107,280
| -13% | -$5.27M | 0.33% | 111 |
|
2022
Q1 | $46.2M | Buy |
822,483
+22,872
| +3% | +$1.28M | 0.38% | 95 |
|
2021
Q4 | $55.4M | Sell |
799,611
-212,637
| -21% | -$14.7M | 0.45% | 73 |
|
2021
Q3 | $62.8M | Buy |
1,012,248
+19,521
| +2% | +$1.21M | 0.56% | 51 |
|
2021
Q2 | $44.4M | Sell |
992,727
-39,783
| -4% | -$1.78M | 0.4% | 88 |
|
2021
Q1 | $35.3M | Sell |
1,032,510
-1,380
| -0.1% | -$47.2K | 0.34% | 105 |
|
2020
Q4 | $36.5M | Buy |
1,033,890
+3,288
| +0.3% | +$116K | 0.39% | 86 |
|
2020
Q3 | $29.3M | Buy |
1,030,602
+162,588
| +19% | +$4.63M | 0.37% | 82 |
|
2020
Q2 | $20.5M | Buy |
868,014
+73,428
| +9% | +$1.74M | 0.28% | 120 |
|
2020
Q1 | $14.4M | Buy |
794,586
+127,449
| +19% | +$2.32M | 0.23% | 134 |
|
2019
Q4 | $19.4M | Buy |
667,137
+104,133
| +18% | +$3.03M | 0.23% | 140 |
|
2019
Q3 | $14.2M | Buy |
563,004
+169,281
| +43% | +$4.27M | 0.18% | 171 |
|
2019
Q2 | $11.4M | Buy |
393,723
+5,328
| +1% | +$155K | 0.15% | 182 |
|
2019
Q1 | $8.45M | Buy |
388,395
+5,868
| +2% | +$128K | 0.12% | 203 |
|
2018
Q4 | $7.87M | Sell |
382,527
-8,694
| -2% | -$179K | 0.13% | 193 |
|
2018
Q3 | $7.86M | Sell |
391,221
-22,113
| -5% | -$444K | 0.11% | 204 |
|
2018
Q2 | $7.44M | Buy |
413,334
+19,749
| +5% | +$355K | 0.11% | 205 |
|
2018
Q1 | $6.63M | Sell |
393,585
-24,441
| -6% | -$412K | 0.1% | 210 |
|
2017
Q4 | $7.37M | Sell |
418,026
-9,234
| -2% | -$163K | 0.11% | 206 |
|
2017
Q3 | $7.75M | Sell |
427,260
-996
| -0.2% | -$18.1K | 0.12% | 200 |
|
2017
Q2 | $6.77M | Sell |
428,256
-132,411
| -24% | -$2.09M | 0.11% | 207 |
|
2017
Q1 | $8.13M | Sell |
560,667
-51,831
| -8% | -$752K | 0.13% | 190 |
|
2016
Q4 | $7.47M | Sell |
612,498
-35,385
| -5% | -$432K | 0.12% | 196 |
|
2016
Q3 | $8.29M | Buy |
647,883
+2,805
| +0.4% | +$35.9K | 0.14% | 185 |
|
2016
Q2 | $9.29M | Buy |
645,078
+189,861
| +42% | +$2.73M | 0.16% | 174 |
|
2016
Q1 | $5.98M | Sell |
455,217
-7,821
| -2% | -$103K | 0.1% | 210 |
|
2015
Q4 | $6.78M | Sell |
463,038
-151,401
| -25% | -$2.22M | 0.13% | 200 |
|
2015
Q3 | $6.62M | Sell |
614,439
-24,366
| -4% | -$262K | 0.11% | 213 |
|
2015
Q2 | $6.82M | Sell |
638,805
-3,978
| -0.6% | -$42.5K | 0.1% | 208 |
|
2015
Q1 | $7.37M | Sell |
642,783
-8,919
| -1% | -$102K | 0.11% | 197 |
|
2014
Q4 | $8.09M | Sell |
651,702
-33,066
| -5% | -$410K | 0.12% | 191 |
|
2014
Q3 | $7.77M | Sell |
684,768
-9,831
| -1% | -$112K | 0.12% | 188 |
|
2014
Q2 | $10.5M | Buy |
694,599
+25,059
| +4% | +$377K | 0.15% | 173 |
|
2014
Q1 | $11.1M | Buy |
669,540
+165,444
| +33% | +$2.74M | 0.17% | 172 |
|
2013
Q4 | $7.85M | Buy |
+504,096
| New | +$7.85M | 0.11% | 187 |
|