BTW
Boston Trust Walden’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
1,607
-188
| -10% | -$138K | 0.01% | 270 |
|
|
2025
Q1 | $1.21M | Hold |
1,795
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $1.02M | Buy |
1,795
+134
| +8% | +$76.4K | 0.01% | 281 |
|
|
2024
Q3 | $821K | Buy |
1,661
+15
| +0.9% | +$7.42K | 0.01% | 291 |
|
|
2024
Q2 | $961K | Hold |
1,646
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $884K | Hold |
1,646
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $762K | Sell |
1,646
-4
| -0.2% | -$1.85K | 0.01% | 291 |
|
|
2023
Q3 | $718K | Hold |
1,650
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $705K | Sell |
1,650
-20
| -1% | -$8.55K | 0.01% | 293 |
|
|
2023
Q1 | $595K | Hold |
1,670
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $626K | Hold |
1,670
| – | – | 0.01% | 298 |
|
|
2022
Q3 | $568K | Hold |
1,670
| – | – | 0.01% | 294 |
|
|
2022
Q2 | $545K | Buy |
1,670
+4
| +0.2% | +$1.31K | 0.01% | 300 |
|
|
2022
Q1 | $510K | Hold |
1,666
| – | – | ﹤0.01% | 315 |
|
|
2021
Q4 | $414K | Buy |
1,666
+458
| +38% | +$114K | ﹤0.01% | 343 |
|
|
2021
Q3 | $241K | Hold |
1,208
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $231K | Hold |
1,208
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $236K | Hold |
1,208
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $210K | Buy |
+1,208
| New | +$210K | ﹤0.01% | 369 |
|
|
2018
Q1 | – | Sell |
-1,308
| Closed | -$204K | – | 386 |
|
|
2017
Q4 | $204K | Sell |
1,308
-168
| -11% | -$26.2K | ﹤0.01% | 380 |
|
|
2017
Q3 | $227K | Hold |
1,476
| – | – | ﹤0.01% | 370 |
|
|
2017
Q2 | $243K | Hold |
1,476
| – | – | ﹤0.01% | 361 |
|
|
2017
Q1 | $219K | Sell |
1,476
-100
| -6% | -$14.8K | ﹤0.01% | 347 |
|
|
2016
Q4 | $221K | Buy |
1,576
+175
| +12% | +$24.5K | ﹤0.01% | 344 |
|
|
2016
Q3 | $234K | Hold |
1,401
| – | – | ﹤0.01% | 337 |
|
|
2016
Q2 | $261K | Sell |
1,401
-100
| -7% | -$18.6K | ﹤0.01% | 337 |
|
|
2016
Q1 | $236K | Hold |
1,501
| – | – | ﹤0.01% | 339 |
|
|
2015
Q4 | $296K | Hold |
1,501
| – | – | 0.01% | 330 |
|
|
2015
Q3 | $278K | Hold |
1,501
| – | – | ﹤0.01% | 339 |
|
|
2015
Q2 | $337K | Buy |
1,501
+50
| +3% | +$11.2K | 0.01% | 328 |
|
|
2015
Q1 | $328K | Sell |
1,451
-50
| -3% | -$11.3K | ﹤0.01% | 327 |
|
|
2014
Q4 | $312K | Hold |
1,501
| – | – | ﹤0.01% | 329 |
|
|
2014
Q3 | $292K | Hold |
1,501
| – | – | ﹤0.01% | 327 |
|
|
2014
Q2 | $280K | Hold |
1,501
| – | – | ﹤0.01% | 327 |
|
|
2014
Q1 | $265K | Sell |
1,501
-100
| -6% | -$17.7K | ﹤0.01% | 313 |
|
|
2013
Q4 | $258K | Hold |
1,601
| – | – | ﹤0.01% | 322 |
|
|
2013
Q3 | $205K | Buy |
+1,601
| New | +$205K | ﹤0.01% | 317 |
|