BTW
Boston Trust Walden’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133M | Buy |
297,512
+442
| +0.1% | +$198K | 0.95% | 16 |
|
|
2025
Q1 | $135M | Sell |
297,070
-4,544
| -2% | -$2.07M | 0.99% | 15 |
|
|
2024
Q4 | $145M | Buy |
301,614
+5,285
| +2% | +$2.54M | 1.02% | 15 |
|
|
2024
Q3 | $136M | Buy |
296,329
+25,294
| +9% | +$11.6M | 0.95% | 16 |
|
|
2024
Q2 | $111M | Sell |
271,035
-2,394
| -0.9% | -$977K | 0.82% | 27 |
|
|
2024
Q1 | $124M | Sell |
273,429
-14,301
| -5% | -$6.5M | 0.89% | 24 |
|
|
2023
Q4 | $137M | Buy |
287,730
+9,016
| +3% | +$4.3M | 1.04% | 16 |
|
|
2023
Q3 | $122M | Buy |
278,714
+43,599
| +19% | +$19.1M | 1.02% | 19 |
|
|
2023
Q2 | $94.2M | Buy |
235,115
+22,437
| +11% | +$8.99M | 0.77% | 33 |
|
|
2023
Q1 | $88.3M | Sell |
212,678
-1,881
| -0.9% | -$781K | 0.76% | 35 |
|
|
2022
Q4 | $86.1M | Sell |
214,559
-12,626
| -6% | -$5.07M | 0.76% | 38 |
|
|
2022
Q3 | $90.9M | Sell |
227,185
-30,205
| -12% | -$12.1M | 0.9% | 22 |
|
|
2022
Q2 | $99M | Buy |
257,390
+17,956
| +7% | +$6.91M | 0.94% | 20 |
|
|
2022
Q1 | $104M | Buy |
239,434
+13,330
| +6% | +$5.79M | 0.86% | 25 |
|
|
2021
Q4 | $110M | Sell |
226,104
-5,048
| -2% | -$2.45M | 0.88% | 22 |
|
|
2021
Q3 | $91.3M | Sell |
231,152
-1,419
| -0.6% | -$560K | 0.81% | 28 |
|
|
2021
Q2 | $78.1M | Buy |
232,571
+7,687
| +3% | +$2.58M | 0.69% | 35 |
|
|
2021
Q1 | $69.4M | Buy |
224,884
+143,703
| +177% | +$44.3M | 0.67% | 39 |
|
|
2020
Q4 | $27M | Sell |
81,181
-21
| -0% | -$6.98K | 0.29% | 122 |
|
|
2020
Q3 | $27.2M | Sell |
81,202
-1,965
| -2% | -$658K | 0.34% | 92 |
|
|
2020
Q2 | $27.3M | Sell |
83,167
-12,483
| -13% | -$4.1M | 0.37% | 80 |
|
|
2020
Q1 | $24.9M | Sell |
95,650
-14,446
| -13% | -$3.77M | 0.4% | 71 |
|
|
2019
Q4 | $29.5M | Buy |
110,096
+13,391
| +14% | +$3.59M | 0.34% | 91 |
|
|
2019
Q3 | $23.5M | Buy |
96,705
+7,996
| +9% | +$1.94M | 0.3% | 101 |
|
|
2019
Q2 | $25.4M | Buy |
88,709
+402
| +0.5% | +$115K | 0.33% | 90 |
|
|
2019
Q1 | $21.9M | Buy |
88,307
+2,619
| +3% | +$650K | 0.3% | 103 |
|
|
2018
Q4 | $17.1M | Buy |
85,688
+7,476
| +10% | +$1.5M | 0.27% | 105 |
|
|
2018
Q3 | $17.5M | Buy |
78,212
+1,180
| +2% | +$264K | 0.24% | 125 |
|
|
2018
Q2 | $15.3M | Buy |
77,032
+4,394
| +6% | +$870K | 0.22% | 137 |
|
|
2018
Q1 | $14.5M | Sell |
72,638
-79
| -0.1% | -$15.8K | 0.22% | 133 |
|
|
2017
Q4 | $14M | Buy |
72,717
+713
| +1% | +$137K | 0.21% | 143 |
|
|
2017
Q3 | $13M | Buy |
72,004
+2,504
| +4% | +$451K | 0.2% | 151 |
|
|
2017
Q2 | $11.5M | Buy |
69,500
+20,825
| +43% | +$3.46M | 0.19% | 156 |
|
|
2017
Q1 | $8.03M | Buy |
48,675
+63
| +0.1% | +$10.4K | 0.13% | 192 |
|
|
2016
Q4 | $7.95M | Buy |
48,612
+1,412
| +3% | +$231K | 0.13% | 192 |
|
|
2016
Q3 | $7.65M | Sell |
47,200
-1,922
| -4% | -$312K | 0.13% | 190 |
|
|
2016
Q2 | $7.93M | Buy |
49,122
+130
| +0.3% | +$21K | 0.14% | 189 |
|
|
2016
Q1 | $7.42M | Sell |
48,992
-4,806
| -9% | -$728K | 0.13% | 197 |
|
|
2015
Q4 | $8.75M | Buy |
53,798
+106
| +0.2% | +$17.2K | 0.16% | 183 |
|
|
2015
Q3 | $8.58M | Sell |
53,692
-729
| -1% | -$117K | 0.14% | 196 |
|
|
2015
Q2 | $8.84M | Buy |
54,421
+10
| +0% | +$1.63K | 0.13% | 199 |
|
|
2015
Q1 | $8.66M | Sell |
54,411
-1,136
| -2% | -$181K | 0.13% | 189 |
|
|
2014
Q4 | $7.82M | Sell |
55,547
-600
| -1% | -$84.4K | 0.12% | 194 |
|
|
2014
Q3 | $6.82M | Buy |
56,147
+31
| +0.1% | +$3.77K | 0.11% | 194 |
|
|
2014
Q2 | $6.75M | Buy |
56,116
+128
| +0.2% | +$15.4K | 0.1% | 192 |
|
|
2014
Q1 | $6.04M | Buy |
55,988
+6,437
| +13% | +$694K | 0.09% | 192 |
|
|
2013
Q4 | $5.38M | Sell |
49,551
-49,144
| -50% | -$5.34M | 0.08% | 197 |
|
|
2013
Q3 | $10.8M | Buy |
98,695
+1,771
| +2% | +$193K | 0.16% | 173 |
|
|
2013
Q2 | $9.88M | Buy |
+96,924
| New | +$9.88M | 0.16% | 171 |
|