BTW
Boston Trust Walden’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
2,746,208
+47,162
| +2% | +$2.07M | 0.86% | 26 |
|
|
2025
Q1 | $127M | Sell |
2,699,046
-337,270
| -11% | -$15.9M | 0.93% | 18 |
|
|
2024
Q4 | $135M | Sell |
3,036,316
-309,490
| -9% | -$13.7M | 0.95% | 19 |
|
|
2024
Q3 | $128M | Sell |
3,345,806
-414,917
| -11% | -$15.8M | 0.89% | 23 |
|
|
2024
Q2 | $118M | Buy |
3,760,723
+46,302
| +1% | +$1.45M | 0.87% | 23 |
|
|
2024
Q1 | $118M | Sell |
3,714,421
-10,778
| -0.3% | -$343K | 0.84% | 27 |
|
|
2023
Q4 | $115M | Buy |
3,725,199
+606,215
| +19% | +$18.7M | 0.87% | 27 |
|
|
2023
Q3 | $87.5M | Buy |
3,118,984
+2,632,535
| +541% | +$73.8M | 0.73% | 39 |
|
|
2023
Q2 | $73.5M | Buy |
486,449
+171,183
| +54% | +$25.9M | 0.6% | 53 |
|
|
2023
Q1 | $51M | Buy |
315,266
+59,577
| +23% | +$9.64M | 0.44% | 77 |
|
|
2022
Q4 | $43.3M | Sell |
255,689
-57,543
| -18% | -$9.75M | 0.38% | 91 |
|
|
2022
Q3 | $46.2M | Sell |
313,232
-101,340
| -24% | -$14.9M | 0.46% | 72 |
|
|
2022
Q2 | $61.1M | Buy |
414,572
+3,655
| +0.9% | +$538K | 0.58% | 56 |
|
|
2022
Q1 | $58.9M | Buy |
410,917
+71,367
| +21% | +$10.2M | 0.49% | 69 |
|
|
2021
Q4 | $49.2M | Buy |
339,550
+43,564
| +15% | +$6.31M | 0.39% | 92 |
|
|
2021
Q3 | $36.4M | Buy |
295,986
+6,029
| +2% | +$742K | 0.32% | 112 |
|
|
2021
Q2 | $30.8M | Sell |
289,957
-11,773
| -4% | -$1.25M | 0.27% | 132 |
|
|
2021
Q1 | $27.2M | Sell |
301,730
-3,327
| -1% | -$300K | 0.26% | 135 |
|
|
2020
Q4 | $26M | Buy |
305,057
+1,044
| +0.3% | +$88.9K | 0.28% | 132 |
|
|
2020
Q3 | $20.1M | Buy |
304,013
+13,388
| +5% | +$883K | 0.25% | 134 |
|
|
2020
Q2 | $18.4M | Buy |
290,625
+24,523
| +9% | +$1.55M | 0.25% | 133 |
|
|
2020
Q1 | $13.8M | Buy |
266,102
+6,464
| +2% | +$336K | 0.22% | 142 |
|
|
2019
Q4 | $18M | Buy |
259,638
+4,954
| +2% | +$344K | 0.21% | 150 |
|
|
2019
Q3 | $17.1M | Buy |
254,684
+1,065
| +0.4% | +$71.3K | 0.21% | 146 |
|
|
2019
Q2 | $16.8M | Sell |
253,619
-3,576
| -1% | -$236K | 0.22% | 134 |
|
|
2019
Q1 | $15.4M | Buy |
257,195
+4,861
| +2% | +$292K | 0.21% | 141 |
|
|
2018
Q4 | $13.3M | Sell |
252,334
-13,171
| -5% | -$693K | 0.21% | 137 |
|
|
2018
Q3 | $17.6M | Buy |
265,505
+41,602
| +19% | +$2.75M | 0.24% | 123 |
|
|
2018
Q2 | $12.7M | Sell |
223,903
-5,584
| -2% | -$316K | 0.19% | 158 |
|
|
2018
Q1 | $12.8M | Sell |
229,487
-15,728
| -6% | -$877K | 0.19% | 146 |
|
|
2017
Q4 | $14.8M | Sell |
245,215
-6,015
| -2% | -$363K | 0.22% | 134 |
|
|
2017
Q3 | $14.7M | Buy |
251,230
+11,975
| +5% | +$698K | 0.23% | 134 |
|
|
2017
Q2 | $13.3M | Sell |
239,255
-72,602
| -23% | -$4.04M | 0.21% | 139 |
|
|
2017
Q1 | $14.8M | Sell |
311,857
-32,866
| -10% | -$1.56M | 0.23% | 144 |
|
|
2016
Q4 | $17.4M | Sell |
344,723
-14,011
| -4% | -$707K | 0.27% | 136 |
|
|
2016
Q3 | $17.9M | Buy |
358,734
+1,431
| +0.4% | +$71.3K | 0.29% | 132 |
|
|
2016
Q2 | $18.7M | Sell |
357,303
-71,526
| -17% | -$3.75M | 0.32% | 121 |
|
|
2016
Q1 | $22.2M | Sell |
428,829
-104,673
| -20% | -$5.42M | 0.39% | 98 |
|
|
2015
Q4 | $24M | Sell |
533,502
-41,495
| -7% | -$1.86M | 0.44% | 72 |
|
|
2015
Q3 | $21.2M | Buy |
574,997
+109,812
| +24% | +$4.06M | 0.35% | 119 |
|
|
2015
Q2 | $16.1M | Buy |
+465,185
| New | +$16.1M | 0.25% | 161 |
|