BTW
Boston Trust Walden’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
3,402
+100
| +3% | +$29.5K | 0.01% | 278 |
|
|
2025
Q1 | $821K | Hold |
3,302
| – | – | 0.01% | 290 |
|
|
2024
Q4 | $726K | Hold |
3,302
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $730K | Hold |
3,302
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $571K | Sell |
3,302
-45
| -1% | -$7.78K | ﹤0.01% | 313 |
|
|
2024
Q1 | $639K | Hold |
3,347
| – | – | ﹤0.01% | 305 |
|
|
2023
Q4 | $547K | Sell |
3,347
-290
| -8% | -$47.4K | ﹤0.01% | 309 |
|
|
2023
Q3 | $510K | Sell |
3,637
-100
| -3% | -$14K | ﹤0.01% | 308 |
|
|
2023
Q2 | $500K | Sell |
3,737
-330
| -8% | -$44.2K | ﹤0.01% | 312 |
|
|
2023
Q1 | $533K | Sell |
4,067
-707
| -15% | -$92.7K | ﹤0.01% | 307 |
|
|
2022
Q4 | $673K | Hold |
4,774
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $567K | Sell |
4,774
-200
| -4% | -$23.8K | 0.01% | 295 |
|
|
2022
Q2 | $702K | Sell |
4,974
-60
| -1% | -$8.47K | 0.01% | 289 |
|
|
2022
Q1 | $655K | Sell |
5,034
-1,406
| -22% | -$183K | 0.01% | 300 |
|
|
2021
Q4 | $861K | Sell |
6,440
-275
| -4% | -$36.8K | 0.01% | 292 |
|
|
2021
Q3 | $933K | Buy |
6,715
+125
| +2% | +$17.4K | 0.01% | 285 |
|
|
2021
Q2 | $966K | Sell |
6,590
-385
| -6% | -$56.4K | 0.01% | 286 |
|
|
2021
Q1 | $929K | Sell |
6,975
-1,656
| -19% | -$221K | 0.01% | 286 |
|
|
2020
Q4 | $1.09M | Sell |
8,631
-459
| -5% | -$57.8K | 0.01% | 278 |
|
|
2020
Q3 | $1.11M | Sell |
9,090
-209
| -2% | -$25.4K | 0.01% | 280 |
|
|
2020
Q2 | $1.12M | Buy |
9,299
+210
| +2% | +$25.4K | 0.02% | 279 |
|
|
2020
Q1 | $1.01M | Sell |
9,089
-3,208
| -26% | -$356K | 0.02% | 277 |
|
|
2019
Q4 | $1.65M | Buy |
12,297
+222
| +2% | +$29.8K | 0.02% | 274 |
|
|
2019
Q3 | $1.76M | Sell |
12,075
-2,977
| -20% | -$433K | 0.02% | 271 |
|
|
2019
Q2 | $2.08M | Sell |
15,052
-45
| -0.3% | -$6.21K | 0.03% | 268 |
|
|
2019
Q1 | $2.13M | Sell |
15,097
-2,008
| -12% | -$283K | 0.03% | 270 |
|
|
2018
Q4 | $1.94M | Sell |
17,105
-1,825
| -10% | -$207K | 0.03% | 268 |
|
|
2018
Q3 | $2.86M | Sell |
18,930
-1,203
| -6% | -$182K | 0.04% | 258 |
|
|
2018
Q2 | $2.81M | Sell |
20,133
-400
| -2% | -$55.9K | 0.04% | 259 |
|
|
2018
Q1 | $3.15M | Sell |
20,533
-2,117
| -9% | -$325K | 0.05% | 247 |
|
|
2017
Q4 | $3.48M | Sell |
22,650
-1,075
| -5% | -$165K | 0.05% | 240 |
|
|
2017
Q3 | $3.44M | Sell |
23,725
-6,070
| -20% | -$881K | 0.05% | 241 |
|
|
2017
Q2 | $4.58M | Sell |
29,795
-2,052
| -6% | -$316K | 0.07% | 224 |
|
|
2017
Q1 | $5.55M | Sell |
31,847
-1,393
| -4% | -$243K | 0.09% | 217 |
|
|
2016
Q4 | $5.52M | Buy |
33,240
+60
| +0.2% | +$9.96K | 0.09% | 217 |
|
|
2016
Q3 | $5.27M | Sell |
33,180
-374
| -1% | -$59.4K | 0.09% | 218 |
|
|
2016
Q2 | $5.09M | Buy |
33,554
+2,003
| +6% | +$304K | 0.09% | 221 |
|
|
2016
Q1 | $4.78M | Sell |
31,551
-3,470
| -10% | -$525K | 0.08% | 228 |
|
|
2015
Q4 | $4.82M | Sell |
35,021
-3,290
| -9% | -$453K | 0.09% | 219 |
|
|
2015
Q3 | $5.55M | Sell |
38,311
-695
| -2% | -$101K | 0.09% | 219 |
|
|
2015
Q2 | $6.34M | Sell |
39,006
-2,588
| -6% | -$421K | 0.1% | 213 |
|
|
2015
Q1 | $6.68M | Sell |
41,594
-3,017
| -7% | -$484K | 0.1% | 203 |
|
|
2014
Q4 | $7.16M | Sell |
44,611
-20,685
| -32% | -$3.32M | 0.11% | 195 |
|
|
2014
Q3 | $12.4M | Sell |
65,296
-163,509
| -71% | -$31M | 0.19% | 165 |
|
|
2014
Q2 | $41.5M | Sell |
228,805
-33,818
| -13% | -$6.13M | 0.6% | 61 |
|
|
2014
Q1 | $50.6M | Sell |
262,623
-16,342
| -6% | -$3.15M | 0.75% | 39 |
|
|
2013
Q4 | $52.3M | Sell |
278,965
-19,240
| -6% | -$3.61M | 0.76% | 42 |
|
|
2013
Q3 | $55.2M | Sell |
298,205
-5,543
| -2% | -$1.03M | 0.84% | 25 |
|
|
2013
Q2 | $58.1M | Buy |
+303,748
| New | +$58.1M | 0.94% | 14 |
|