BTW
Boston Trust Walden’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196M | Buy |
2,825,916
+203,957
| +8% | +$14.1M | 1.4% | 5 |
|
|
2025
Q1 | $176M | Sell |
2,621,959
-27,873
| -1% | -$1.87M | 1.28% | 7 |
|
|
2024
Q4 | $178M | Sell |
2,649,832
-2,725
| -0.1% | -$184K | 1.25% | 8 |
|
|
2024
Q3 | $195M | Sell |
2,652,557
-148,860
| -5% | -$11M | 1.36% | 8 |
|
|
2024
Q2 | $200M | Buy |
2,801,417
+3,320
| +0.1% | +$238K | 1.49% | 7 |
|
|
2024
Q1 | $209M | Sell |
2,798,097
-18,203
| -0.6% | -$1.36M | 1.49% | 7 |
|
|
2023
Q4 | $184M | Buy |
2,816,300
+42,365
| +2% | +$2.77M | 1.39% | 9 |
|
|
2023
Q3 | $165M | Buy |
2,773,935
+62,995
| +2% | +$3.76M | 1.39% | 8 |
|
|
2023
Q2 | $169M | Buy |
2,710,940
+80,040
| +3% | +$5M | 1.39% | 6 |
|
|
2023
Q1 | $172M | Buy |
2,630,900
+25,960
| +1% | +$1.7M | 1.48% | 4 |
|
|
2022
Q4 | $153M | Buy |
2,604,940
+8,426
| +0.3% | +$496K | 1.35% | 6 |
|
|
2022
Q3 | $127M | Buy |
2,596,514
+16,867
| +0.7% | +$827K | 1.26% | 10 |
|
|
2022
Q2 | $124M | Buy |
2,579,647
+39,559
| +2% | +$1.9M | 1.17% | 13 |
|
|
2022
Q1 | $132M | Buy |
2,540,088
+112,333
| +5% | +$5.83M | 1.09% | 13 |
|
|
2021
Q4 | $144M | Sell |
2,427,755
-8,269
| -0.3% | -$490K | 1.16% | 11 |
|
|
2021
Q3 | $140M | Buy |
2,436,024
+351,362
| +17% | +$20.2M | 1.24% | 9 |
|
|
2021
Q2 | $132M | Buy |
2,084,662
+10,764
| +0.5% | +$684K | 1.18% | 9 |
|
|
2021
Q1 | $121M | Buy |
2,073,898
+60,208
| +3% | +$3.5M | 1.17% | 9 |
|
|
2020
Q4 | $113M | Sell |
2,013,690
-112,637
| -5% | -$6.29M | 1.2% | 10 |
|
|
2020
Q3 | $98.7M | Buy |
2,126,327
+28,499
| +1% | +$1.32M | 1.23% | 8 |
|
|
2020
Q2 | $97.6M | Buy |
2,097,828
+88,686
| +4% | +$4.13M | 1.32% | 9 |
|
|
2020
Q1 | $77.6M | Sell |
2,009,142
-38,599
| -2% | -$1.49M | 1.24% | 12 |
|
|
2019
Q4 | $118M | Buy |
2,047,741
+48,713
| +2% | +$2.81M | 1.37% | 9 |
|
|
2019
Q3 | $104M | Buy |
1,999,028
+35,793
| +2% | +$1.86M | 1.31% | 11 |
|
|
2019
Q2 | $99.9M | Buy |
1,963,235
+30,536
| +2% | +$1.55M | 1.3% | 12 |
|
|
2019
Q1 | $96.8M | Buy |
1,932,699
+327,898
| +20% | +$16.4M | 1.32% | 13 |
|
|
2018
Q4 | $69.6M | Buy |
1,604,801
+15,488
| +1% | +$672K | 1.11% | 20 |
|
|
2018
Q3 | $92.6M | Sell |
1,589,313
-4,201
| -0.3% | -$245K | 1.28% | 14 |
|
|
2018
Q2 | $71.9M | Buy |
1,593,514
+28,665
| +2% | +$1.29M | 1.06% | 20 |
|
|
2018
Q1 | $70.5M | Buy |
1,564,849
+416,216
| +36% | +$18.8M | 1.07% | 21 |
|
|
2017
Q4 | $56.2M | Sell |
1,148,633
-13,831
| -1% | -$677K | 0.82% | 30 |
|
|
2017
Q3 | $53.4M | Buy |
1,162,464
+111,400
| +11% | +$5.12M | 0.83% | 30 |
|
|
2017
Q2 | $47.9M | Buy |
1,051,064
+25,231
| +2% | +$1.15M | 0.77% | 33 |
|
|
2017
Q1 | $46.7M | Sell |
1,025,833
-43,107
| -4% | -$1.96M | 0.73% | 35 |
|
|
2016
Q4 | $45M | Sell |
1,068,940
-21,270
| -2% | -$895K | 0.71% | 37 |
|
|
2016
Q3 | $40.7M | Sell |
1,090,210
-5,426
| -0.5% | -$203K | 0.67% | 40 |
|
|
2016
Q2 | $37.6M | Sell |
1,095,636
-7,511
| -0.7% | -$258K | 0.64% | 41 |
|
|
2016
Q1 | $35.2M | Buy |
1,103,147
+418,560
| +61% | +$13.4M | 0.61% | 46 |
|
|
2015
Q4 | $19.6M | Sell |
684,587
-123,348
| -15% | -$3.54M | 0.36% | 104 |
|
|
2015
Q3 | $22.7M | Buy |
807,935
+14,207
| +2% | +$399K | 0.38% | 103 |
|
|
2015
Q2 | $28.4M | Sell |
793,728
-421,093
| -35% | -$15.1M | 0.43% | 95 |
|
|
2015
Q1 | $45.8M | Sell |
1,214,821
-63,251
| -5% | -$2.39M | 0.68% | 44 |
|
|
2014
Q4 | $49.4M | Sell |
1,278,072
-148,355
| -10% | -$5.73M | 0.73% | 33 |
|
|
2014
Q3 | $58M | Sell |
1,426,427
-217,509
| -13% | -$8.84M | 0.9% | 23 |
|
|
2014
Q2 | $69.6M | Sell |
1,643,936
-154,857
| -9% | -$6.55M | 1.01% | 8 |
|
|
2014
Q1 | $76.3M | Sell |
1,798,793
-5,063
| -0.3% | -$215K | 1.13% | 4 |
|
|
2013
Q4 | $78.4M | Sell |
1,803,856
-27,672
| -2% | -$1.2M | 1.14% | 3 |
|
|
2013
Q3 | $69.8M | Sell |
1,831,528
-49,075
| -3% | -$1.87M | 1.07% | 6 |
|
|
2013
Q2 | $67.1M | Buy |
+1,880,603
| New | +$67.1M | 1.08% | 5 |
|