BTW
Boston Trust Walden’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.51M | Buy |
49,012
+734
| +2% | +$142K | 0.07% | 206 |
|
|
2025
Q1 | $8.63M | Sell |
48,278
-555
| -1% | -$99.2K | 0.06% | 210 |
|
|
2024
Q4 | $9.18M | Buy |
48,833
+74
| +0.2% | +$13.9K | 0.06% | 208 |
|
|
2024
Q3 | $8.68M | Sell |
48,759
-9,621
| -16% | -$1.71M | 0.06% | 208 |
|
|
2024
Q2 | $8.84M | Sell |
58,380
-850
| -1% | -$129K | 0.07% | 205 |
|
|
2024
Q1 | $8.61M | Buy |
59,230
+8,180
| +16% | +$1.19M | 0.06% | 205 |
|
|
2023
Q4 | $7M | Sell |
51,050
-567
| -1% | -$77.7K | 0.05% | 210 |
|
|
2023
Q3 | $6.53M | Sell |
51,617
-1,035
| -2% | -$131K | 0.05% | 216 |
|
|
2023
Q2 | $6.52M | Buy |
52,652
+615
| +1% | +$76.1K | 0.05% | 217 |
|
|
2023
Q1 | $6.22M | Sell |
52,037
-85
| -0.2% | -$10.2K | 0.05% | 218 |
|
|
2022
Q4 | $7.56M | Buy |
52,122
+85
| +0.2% | +$12.3K | 0.07% | 215 |
|
|
2022
Q3 | $9.18M | Sell |
52,037
-14,061
| -21% | -$2.48M | 0.09% | 199 |
|
|
2022
Q2 | $10.5M | Sell |
66,098
-260,802
| -80% | -$41.6M | 0.1% | 198 |
|
|
2022
Q1 | $55.4M | Sell |
326,900
-438
| -0.1% | -$74.2K | 0.46% | 77 |
|
|
2021
Q4 | $50.3M | Buy |
327,338
+8,229
| +3% | +$1.26M | 0.4% | 89 |
|
|
2021
Q3 | $47.7M | Sell |
319,109
-45,081
| -12% | -$6.73M | 0.42% | 82 |
|
|
2021
Q2 | $52.9M | Buy |
364,190
+30,980
| +9% | +$4.5M | 0.47% | 65 |
|
|
2021
Q1 | $50.5M | Buy |
333,210
+39,055
| +13% | +$5.92M | 0.49% | 65 |
|
|
2020
Q4 | $37.4M | Buy |
294,155
+53,966
| +22% | +$6.87M | 0.4% | 80 |
|
|
2020
Q3 | $22.1M | Buy |
240,189
+3,455
| +1% | +$318K | 0.28% | 127 |
|
|
2020
Q2 | $24.6M | Buy |
236,734
+29,106
| +14% | +$3.03M | 0.33% | 93 |
|
|
2020
Q1 | $21.5M | Sell |
207,628
-33,681
| -14% | -$3.48M | 0.34% | 88 |
|
|
2019
Q4 | $41M | Buy |
241,309
+8,076
| +3% | +$1.37M | 0.48% | 61 |
|
|
2019
Q3 | $36.8M | Buy |
233,233
+9,108
| +4% | +$1.44M | 0.46% | 65 |
|
|
2019
Q2 | $38.1M | Buy |
224,125
+14,485
| +7% | +$2.46M | 0.5% | 58 |
|
|
2019
Q1 | $32.9M | Buy |
209,640
+131,773
| +169% | +$20.7M | 0.45% | 67 |
|
|
2018
Q4 | $11.1M | Buy |
77,867
+5,985
| +8% | +$857K | 0.18% | 163 |
|
|
2018
Q3 | $11.8M | Buy |
71,882
+3,840
| +6% | +$632K | 0.16% | 168 |
|
|
2018
Q2 | $11.6M | Buy |
68,042
+7,305
| +12% | +$1.24M | 0.17% | 172 |
|
|
2018
Q1 | $11.2M | Buy |
60,737
+15,945
| +36% | +$2.94M | 0.17% | 170 |
|
|
2017
Q4 | $7.66M | Sell |
44,792
-150
| -0.3% | -$25.6K | 0.11% | 205 |
|
|
2017
Q3 | $7.24M | Sell |
44,942
-75
| -0.2% | -$12.1K | 0.11% | 208 |
|
|
2017
Q2 | $7.29M | Sell |
45,017
-50
| -0.1% | -$8.1K | 0.12% | 199 |
|
|
2017
Q1 | $6.97M | Sell |
45,067
-4,425
| -9% | -$685K | 0.11% | 200 |
|
|
2016
Q4 | $7.74M | Sell |
49,492
-470
| -0.9% | -$73.5K | 0.12% | 195 |
|
|
2016
Q3 | $5.8M | Sell |
49,962
-8,575
| -15% | -$995K | 0.1% | 208 |
|
|
2016
Q2 | $6.92M | Sell |
58,537
-850
| -1% | -$100K | 0.12% | 197 |
|
|
2016
Q1 | $6.59M | Sell |
59,387
-36,720
| -38% | -$4.08M | 0.11% | 203 |
|
|
2015
Q4 | $11.6M | Sell |
96,107
-925
| -1% | -$112K | 0.22% | 161 |
|
|
2015
Q3 | $11.8M | Sell |
97,032
-205
| -0.2% | -$25K | 0.2% | 180 |
|
|
2015
Q2 | $12.1M | Sell |
97,237
-1,425
| -1% | -$178K | 0.19% | 177 |
|
|
2015
Q1 | $12.5M | Sell |
98,662
-14,426
| -13% | -$1.83M | 0.19% | 167 |
|
|
2014
Q4 | $14.2M | Buy |
113,088
+240
| +0.2% | +$30.1K | 0.21% | 163 |
|
|
2014
Q3 | $13.9M | Sell |
112,848
-3,705
| -3% | -$457K | 0.21% | 160 |
|
|
2014
Q2 | $14.5M | Sell |
116,553
-4,570
| -4% | -$567K | 0.21% | 156 |
|
|
2014
Q1 | $14.7M | Sell |
121,123
-3,420
| -3% | -$415K | 0.22% | 158 |
|
|
2013
Q4 | $14.5M | Sell |
124,543
-3,585
| -3% | -$417K | 0.21% | 161 |
|
|
2013
Q3 | $14.3M | Sell |
128,128
-410
| -0.3% | -$45.9K | 0.22% | 163 |
|
|
2013
Q2 | $14.4M | Buy |
+128,538
| New | +$14.4M | 0.23% | 158 |
|