BTW
Boston Trust Walden’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
18,021
-9,633
| -35% | -$693K | 0.01% | 263 |
|
|
2025
Q1 | $2.29M | Sell |
27,654
-137,329
| -83% | -$11.4M | 0.02% | 243 |
|
|
2024
Q4 | $14.2M | Sell |
164,983
-960
| -0.6% | -$82.6K | 0.1% | 187 |
|
|
2024
Q3 | $17.2M | Sell |
165,943
-20,488
| -11% | -$2.12M | 0.12% | 180 |
|
|
2024
Q2 | $16.7M | Buy |
186,431
+14,153
| +8% | +$1.27M | 0.12% | 175 |
|
|
2024
Q1 | $16.7M | Sell |
172,278
-296,563
| -63% | -$28.7M | 0.12% | 175 |
|
|
2023
Q4 | $40.6M | Buy |
468,841
+2,495
| +0.5% | +$216K | 0.31% | 127 |
|
|
2023
Q3 | $34.7M | Buy |
466,346
+2,762
| +0.6% | +$206K | 0.29% | 125 |
|
|
2023
Q2 | $44.1M | Sell |
463,584
-190,635
| -29% | -$18.1M | 0.36% | 103 |
|
|
2023
Q1 | $61.7M | Sell |
654,219
-27,462
| -4% | -$2.59M | 0.53% | 62 |
|
|
2022
Q4 | $55.6M | Sell |
681,681
-56,522
| -8% | -$4.61M | 0.49% | 64 |
|
|
2022
Q3 | $46.6M | Sell |
738,203
-29,773
| -4% | -$1.88M | 0.46% | 70 |
|
|
2022
Q2 | $48.9M | Buy |
767,976
+17,021
| +2% | +$1.08M | 0.46% | 73 |
|
|
2022
Q1 | $63.7M | Buy |
750,955
+97,985
| +15% | +$8.32M | 0.53% | 63 |
|
|
2021
Q4 | $47.8M | Buy |
652,970
+94,062
| +17% | +$6.89M | 0.38% | 94 |
|
|
2021
Q3 | $40.5M | Sell |
558,908
-8,604
| -2% | -$623K | 0.36% | 101 |
|
|
2021
Q2 | $45.4M | Buy |
567,512
+19,266
| +4% | +$1.54M | 0.4% | 87 |
|
|
2021
Q1 | $40.7M | Buy |
548,246
+54,069
| +11% | +$4.01M | 0.39% | 90 |
|
|
2020
Q4 | $30.8M | Buy |
494,177
+151,261
| +44% | +$9.43M | 0.33% | 105 |
|
|
2020
Q3 | $17M | Sell |
342,916
-20,946
| -6% | -$1.04M | 0.21% | 151 |
|
|
2020
Q2 | $19.9M | Sell |
363,862
-184,995
| -34% | -$10.1M | 0.27% | 123 |
|
|
2020
Q1 | $30.1M | Sell |
548,857
-108,729
| -17% | -$5.97M | 0.48% | 59 |
|
|
2019
Q4 | $53.3M | Sell |
657,586
-5,830
| -0.9% | -$472K | 0.62% | 42 |
|
|
2019
Q3 | $51.9M | Sell |
663,416
-12,243
| -2% | -$959K | 0.65% | 40 |
|
|
2019
Q2 | $55.4M | Buy |
675,659
+5,600
| +0.8% | +$459K | 0.72% | 35 |
|
|
2019
Q1 | $48.9M | Buy |
670,059
+25,175
| +4% | +$1.84M | 0.67% | 40 |
|
|
2018
Q4 | $47.2M | Sell |
644,884
-10,250
| -2% | -$751K | 0.75% | 36 |
|
|
2018
Q3 | $44.6M | Sell |
655,134
-34,039
| -5% | -$2.32M | 0.61% | 45 |
|
|
2018
Q2 | $52.6M | Sell |
689,173
-11,370
| -2% | -$867K | 0.77% | 30 |
|
|
2018
Q1 | $50.9M | Sell |
700,543
-82,052
| -10% | -$5.96M | 0.77% | 33 |
|
|
2017
Q4 | $57M | Sell |
782,595
-93,555
| -11% | -$6.81M | 0.84% | 29 |
|
|
2017
Q3 | $64.9M | Sell |
876,150
-485
| -0.1% | -$35.9K | 1.01% | 20 |
|
|
2017
Q2 | $72.7M | Buy |
876,635
+3,786
| +0.4% | +$314K | 1.17% | 18 |
|
|
2017
Q1 | $75.2M | Buy |
872,849
+8,545
| +1% | +$737K | 1.17% | 14 |
|
|
2016
Q4 | $73.6M | Buy |
864,304
+3,308
| +0.4% | +$282K | 1.16% | 13 |
|
|
2016
Q3 | $73.2M | Buy |
860,996
+11,681
| +1% | +$993K | 1.21% | 11 |
|
|
2016
Q2 | $69.2M | Buy |
849,315
+4,164
| +0.5% | +$339K | 1.18% | 12 |
|
|
2016
Q1 | $70.3M | Sell |
845,151
-2,875
| -0.3% | -$239K | 1.22% | 11 |
|
|
2015
Q4 | $64.2M | Sell |
848,026
-7,495
| -0.9% | -$567K | 1.19% | 11 |
|
|
2015
Q3 | $56.4M | Buy |
855,521
+3,940
| +0.5% | +$260K | 0.94% | 16 |
|
|
2015
Q2 | $59.2M | Buy |
851,581
+2,010
| +0.2% | +$140K | 0.9% | 17 |
|
|
2015
Q1 | $66.2M | Buy |
849,571
+16,757
| +2% | +$1.31M | 0.98% | 16 |
|
|
2014
Q4 | $64.5M | Buy |
832,814
+66,115
| +9% | +$5.12M | 0.96% | 16 |
|
|
2014
Q3 | $52.8M | Buy |
766,699
+50,555
| +7% | +$3.48M | 0.82% | 31 |
|
|
2014
Q2 | $51M | Sell |
716,144
-15,140
| -2% | -$1.08M | 0.74% | 39 |
|
|
2014
Q1 | $53.1M | Buy |
731,284
+6,925
| +1% | +$503K | 0.79% | 37 |
|
|
2013
Q4 | $53.9M | Sell |
724,359
-13,523
| -2% | -$1.01M | 0.79% | 37 |
|
|
2013
Q3 | $46.8M | Sell |
737,882
-7,610
| -1% | -$483K | 0.72% | 44 |
|
|
2013
Q2 | $46.9M | Buy |
+745,492
| New | +$46.9M | 0.76% | 35 |
|