BTW
Boston Trust Walden’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2M | Sell |
193,068
-44,763
| -19% | -$9.79M | 0.3% | 132 |
|
|
2025
Q1 | $58M | Sell |
237,831
-5,566
| -2% | -$1.36M | 0.42% | 87 |
|
|
2024
Q4 | $51.7M | Sell |
243,397
-1,985
| -0.8% | -$422K | 0.36% | 107 |
|
|
2024
Q3 | $54.7M | Sell |
245,382
-12,570
| -5% | -$2.8M | 0.38% | 102 |
|
|
2024
Q2 | $54.4M | Sell |
257,952
-14,208
| -5% | -$2.99M | 0.4% | 95 |
|
|
2024
Q1 | $56.1M | Sell |
272,160
-2,782
| -1% | -$573K | 0.4% | 98 |
|
|
2023
Q4 | $52.1M | Buy |
274,942
+3,847
| +1% | +$729K | 0.39% | 98 |
|
|
2023
Q3 | $51.6M | Sell |
271,095
-2,619
| -1% | -$498K | 0.43% | 78 |
|
|
2023
Q2 | $51.5M | Sell |
273,714
-6,156
| -2% | -$1.16M | 0.42% | 85 |
|
|
2023
Q1 | $46.6M | Sell |
279,870
-12,994
| -4% | -$2.16M | 0.4% | 86 |
|
|
2022
Q4 | $48.5M | Sell |
292,864
-1,013
| -0.3% | -$168K | 0.43% | 81 |
|
|
2022
Q3 | $43.9M | Sell |
293,877
-6,677
| -2% | -$997K | 0.43% | 79 |
|
|
2022
Q2 | $46.7M | Sell |
300,554
-29,564
| -9% | -$4.59M | 0.44% | 77 |
|
|
2022
Q1 | $56.3M | Sell |
330,118
-6,991
| -2% | -$1.19M | 0.46% | 75 |
|
|
2021
Q4 | $58.6M | Sell |
337,109
-40,691
| -11% | -$7.07M | 0.47% | 67 |
|
|
2021
Q3 | $57.2M | Sell |
377,800
-12,463
| -3% | -$1.89M | 0.51% | 61 |
|
|
2021
Q2 | $54.9M | Buy |
390,263
+38,268
| +11% | +$5.38M | 0.49% | 62 |
|
|
2021
Q1 | $42.9M | Buy |
351,995
+35,125
| +11% | +$4.28M | 0.42% | 78 |
|
|
2020
Q4 | $37.1M | Buy |
316,870
+79,916
| +34% | +$9.35M | 0.4% | 84 |
|
|
2020
Q3 | $27.2M | Buy |
236,954
+7,637
| +3% | +$876K | 0.34% | 93 |
|
|
2020
Q2 | $24.6M | Sell |
229,317
-14,520
| -6% | -$1.56M | 0.33% | 92 |
|
|
2020
Q1 | $21.1M | Sell |
243,837
-2,729
| -1% | -$236K | 0.34% | 90 |
|
|
2019
Q4 | $27.5M | Buy |
246,566
+697
| +0.3% | +$77.7K | 0.32% | 94 |
|
|
2019
Q3 | $24.6M | Sell |
245,869
-1,475
| -0.6% | -$148K | 0.31% | 97 |
|
|
2019
Q2 | $24.7M | Buy |
247,344
+5,408
| +2% | +$539K | 0.32% | 95 |
|
|
2019
Q1 | $22.7M | Buy |
241,936
+15,195
| +7% | +$1.43M | 0.31% | 98 |
|
|
2018
Q4 | $18.1M | Sell |
226,741
-12,295
| -5% | -$981K | 0.29% | 100 |
|
|
2018
Q3 | $19.8M | Buy |
239,036
+275
| +0.1% | +$22.7K | 0.27% | 111 |
|
|
2018
Q2 | $19.6M | Buy |
238,761
+3,320
| +1% | +$272K | 0.29% | 112 |
|
|
2018
Q1 | $19.4M | Sell |
235,441
-4,114
| -2% | -$340K | 0.3% | 106 |
|
|
2017
Q4 | $19.5M | Buy |
239,555
+32,770
| +16% | +$2.67M | 0.29% | 110 |
|
|
2017
Q3 | $17.3M | Buy |
206,785
+199,863
| +2,887% | +$16.8M | 0.27% | 119 |
|
|
2017
Q2 | $540K | Hold |
6,922
| – | – | 0.01% | 331 |
|
|
2017
Q1 | $511K | Buy |
6,922
+322
| +5% | +$23.8K | 0.01% | 314 |
|
|
2016
Q4 | $446K | Hold |
6,600
| – | – | 0.01% | 315 |
|
|
2016
Q3 | $444K | Hold |
6,600
| – | – | 0.01% | 317 |
|
|
2016
Q2 | $452K | Hold |
6,600
| – | – | 0.01% | 316 |
|
|
2016
Q1 | $401K | Hold |
6,600
| – | – | 0.01% | 321 |
|
|
2015
Q4 | $366K | Sell |
6,600
-950
| -13% | -$52.7K | 0.01% | 323 |
|
|
2015
Q3 | $394K | Buy |
7,550
+500
| +7% | +$26.1K | 0.01% | 331 |
|
|
2015
Q2 | $400K | Hold |
7,050
| – | – | 0.01% | 323 |
|
|
2015
Q1 | $395K | Buy |
7,050
+450
| +7% | +$25.2K | 0.01% | 319 |
|
|
2014
Q4 | $378K | Hold |
6,600
| – | – | 0.01% | 325 |
|
|
2014
Q3 | $345K | Hold |
6,600
| – | – | 0.01% | 323 |
|
|
2014
Q2 | $342K | Hold |
6,600
| – | – | 0.01% | 317 |
|
|
2014
Q1 | $325K | Hold |
6,600
| – | – | ﹤0.01% | 302 |
|
|
2013
Q4 | $319K | Hold |
6,600
| – | – | ﹤0.01% | 308 |
|
|
2013
Q3 | $287K | Hold |
6,600
| – | – | ﹤0.01% | 305 |
|
|
2013
Q2 | $263K | Buy |
+6,600
| New | +$263K | ﹤0.01% | 302 |
|