Boston Trust Walden’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196M | Buy |
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|
2025
Q1 | $176M | Sell |
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|
2024
Q4 | $178M | Sell |
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|
2024
Q3 | $195M | Sell |
|
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|
2024
Q2 | $200M | Buy |
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|
2024
Q1 | $209M | Sell |
|
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|
2023
Q4 | $184M | Buy |
|
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|
2023
Q3 | $165M | Buy |
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|
2023
Q2 | $169M | Buy |
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|
2023
Q1 | $172M | Buy |
|
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|
2022
Q4 | $153M | Buy |
|
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|
2022
Q3 | $127M | Buy |
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|
2022
Q2 | $124M | Buy |
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|
2022
Q1 | $132M | Buy |
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|
2021
Q4 | $144M | Sell |
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|
2021
Q3 | $140M | Buy |
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|
2021
Q2 | $132M | Buy |
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|
2021
Q1 | $121M | Buy |
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|
2020
Q4 | $113M | Sell |
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|
2020
Q3 | $98.7M | Buy |
|
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|
2020
Q2 | $97.6M | Buy |
|
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|
2020
Q1 | $77.6M | Sell |
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|
2019
Q4 | $118M | Buy |
|
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|
2019
Q3 | $104M | Buy |
|
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|
2019
Q2 | $99.8M | Buy |
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|
2019
Q1 | $96.8M | Buy |
|
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|
2018
Q4 | $69.6M | Buy |
|
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|
2018
Q3 | $92.6M | Sell |
|
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|
2018
Q2 | $71.9M | Buy |
|
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|
2018
Q1 | $70.5M | Buy |
|
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|
2017
Q4 | $56.2M | Sell |
|
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|
2017
Q3 | $53.4M | Buy |
|
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|
2017
Q2 | $47.9M | Buy |
|
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|
2017
Q1 | $46.7M | Sell |
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|
2016
Q4 | $45M | Sell |
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|
2016
Q3 | $40.7M | Sell |
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|
2016
Q2 | $37.6M | Sell |
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|
2016
Q1 | $35.2M | Buy |
|
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|
2015
Q4 | $19.6M | Sell |
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|
2015
Q3 | $22.7M | Buy |
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|
2015
Q2 | $28.4M | Sell |
|
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|
2015
Q1 | $45.8M | Sell |
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|
2014
Q4 | $49.4M | Sell |
|
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|
2014
Q3 | $58M | Sell |
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|
2014
Q2 | $69.6M | Sell |
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|
2014
Q1 | $76.3M | Sell |
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|
2013
Q4 | $78.4M | Sell |
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|
2013
Q3 | $69.8M | Sell |
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|
2013
Q2 | $67.1M | Buy |
|