BTW
Boston Trust Walden’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
3,409
+305
| +10% | +$240K | 0.02% | 240 |
|
|
2025
Q1 | $1.91M | Hold |
3,104
| – | – | 0.01% | 252 |
|
|
2024
Q4 | $1.95M | Buy |
3,104
+13
| +0.4% | +$8.17K | 0.01% | 254 |
|
|
2024
Q3 | $1.92M | Hold |
3,091
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $2.03M | Sell |
3,091
-70
| -2% | -$46K | 0.02% | 245 |
|
|
2024
Q1 | $2.05M | Sell |
3,161
-204
| -6% | -$133K | 0.01% | 245 |
|
|
2023
Q4 | $2.1M | Sell |
3,365
-318
| -9% | -$199K | 0.02% | 244 |
|
|
2023
Q3 | $1.88M | Buy |
3,683
+56
| +2% | +$28.6K | 0.02% | 247 |
|
|
2023
Q2 | $1.66M | Sell |
3,627
-576
| -14% | -$264K | 0.01% | 254 |
|
|
2023
Q1 | $1.87M | Sell |
4,203
-5,199
| -55% | -$2.32M | 0.02% | 249 |
|
|
2022
Q4 | $3.66M | Sell |
9,402
-3,541
| -27% | -$1.38M | 0.03% | 240 |
|
|
2022
Q3 | $5.01M | Sell |
12,943
-1,694
| -12% | -$656K | 0.05% | 226 |
|
|
2022
Q2 | $5.64M | Sell |
14,637
-14,011
| -49% | -$5.4M | 0.05% | 225 |
|
|
2022
Q1 | $13.8M | Sell |
28,648
-3,808
| -12% | -$1.83M | 0.11% | 190 |
|
|
2021
Q4 | $20.9M | Sell |
32,456
-57,289
| -64% | -$36.8M | 0.17% | 177 |
|
|
2021
Q3 | $48.4M | Buy |
89,745
+1,747
| +2% | +$943K | 0.43% | 78 |
|
|
2021
Q2 | $43.1M | Buy |
87,998
+5,386
| +7% | +$2.64M | 0.38% | 94 |
|
|
2021
Q1 | $31.6M | Buy |
82,612
+7,598
| +10% | +$2.91M | 0.31% | 117 |
|
|
2020
Q4 | $28.5M | Buy |
+75,014
| New | +$28.5M | 0.3% | 116 |
|