BTW
Boston Trust Walden’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126M | Sell |
577,772
-10,370
| -2% | -$2.27M | 0.9% | 19 |
|
|
2025
Q1 | $82.2M | Buy |
588,142
+24,112
| +4% | +$3.37M | 0.6% | 51 |
|
|
2024
Q4 | $94M | Buy |
564,030
+163,543
| +41% | +$27.3M | 0.66% | 43 |
|
|
2024
Q3 | $68.2M | Sell |
400,487
-28,326
| -7% | -$4.83M | 0.47% | 75 |
|
|
2024
Q2 | $60.5M | Sell |
428,813
-6,770
| -2% | -$956K | 0.45% | 80 |
|
|
2024
Q1 | $54.7M | Sell |
435,583
-9,926
| -2% | -$1.25M | 0.39% | 101 |
|
|
2023
Q4 | $47M | Sell |
445,509
-4,392
| -1% | -$463K | 0.35% | 105 |
|
|
2023
Q3 | $47.7M | Sell |
449,901
-6,211
| -1% | -$658K | 0.4% | 90 |
|
|
2023
Q2 | $54.3M | Sell |
456,112
-13,278
| -3% | -$1.58M | 0.45% | 75 |
|
|
2023
Q1 | $43.6M | Sell |
469,390
-43,306
| -8% | -$4.02M | 0.38% | 97 |
|
|
2022
Q4 | $41.9M | Buy |
512,696
+28,900
| +6% | +$2.36M | 0.37% | 95 |
|
|
2022
Q3 | $29.5M | Sell |
483,796
-37,775
| -7% | -$2.31M | 0.29% | 124 |
|
|
2022
Q2 | $36.4M | Sell |
521,571
-497,940
| -49% | -$34.8M | 0.34% | 106 |
|
|
2022
Q1 | $84.3M | Sell |
1,019,511
-295,928
| -22% | -$24.5M | 0.7% | 37 |
|
|
2021
Q4 | $115M | Buy |
1,315,439
+28,330
| +2% | +$2.47M | 0.92% | 20 |
|
|
2021
Q3 | $112M | Sell |
1,287,109
-32,863
| -2% | -$2.86M | 0.99% | 15 |
|
|
2021
Q2 | $103M | Buy |
1,319,972
+8,647
| +0.7% | +$673K | 0.91% | 21 |
|
|
2021
Q1 | $92M | Sell |
1,311,325
-10,777
| -0.8% | -$756K | 0.89% | 21 |
|
|
2020
Q4 | $85.5M | Buy |
1,322,102
+5,292
| +0.4% | +$342K | 0.91% | 20 |
|
|
2020
Q3 | $78.6M | Sell |
1,316,810
-7,217
| -0.5% | -$431K | 0.98% | 20 |
|
|
2020
Q2 | $73.2M | Sell |
1,324,027
-61,415
| -4% | -$3.39M | 0.99% | 21 |
|
|
2020
Q1 | $67M | Sell |
1,385,442
-101,601
| -7% | -$4.91M | 1.07% | 20 |
|
|
2019
Q4 | $78.8M | Sell |
1,487,043
-133,774
| -8% | -$7.09M | 0.92% | 26 |
|
|
2019
Q3 | $89.2M | Sell |
1,620,817
-11,815
| -0.7% | -$650K | 1.12% | 15 |
|
|
2019
Q2 | $93M | Buy |
1,632,632
+3,850
| +0.2% | +$219K | 1.21% | 16 |
|
|
2019
Q1 | $87.5M | Buy |
1,628,782
+44,198
| +3% | +$2.37M | 1.19% | 17 |
|
|
2018
Q4 | $71.5M | Sell |
1,584,584
-59,465
| -4% | -$2.68M | 1.14% | 18 |
|
|
2018
Q3 | $84.8M | Buy |
1,644,049
+5,260
| +0.3% | +$271K | 1.17% | 18 |
|
|
2018
Q2 | $72.2M | Sell |
1,638,789
-17,260
| -1% | -$760K | 1.06% | 19 |
|
|
2018
Q1 | $75.8M | Sell |
1,656,049
-5,826
| -0.4% | -$267K | 1.15% | 18 |
|
|
2017
Q4 | $78.6M | Buy |
1,661,875
+16,453
| +1% | +$778K | 1.15% | 17 |
|
|
2017
Q3 | $79.6M | Buy |
1,645,422
+34,095
| +2% | +$1.65M | 1.24% | 16 |
|
|
2017
Q2 | $80.8M | Buy |
1,611,327
+43,140
| +3% | +$2.16M | 1.3% | 12 |
|
|
2017
Q1 | $70M | Buy |
1,568,187
+176,381
| +13% | +$7.87M | 1.09% | 20 |
|
|
2016
Q4 | $53.5M | Buy |
1,391,806
+22,635
| +2% | +$870K | 0.84% | 27 |
|
|
2016
Q3 | $53.8M | Buy |
1,369,171
+41,263
| +3% | +$1.62M | 0.89% | 22 |
|
|
2016
Q2 | $54.4M | Buy |
1,327,908
+24,685
| +2% | +$1.01M | 0.93% | 23 |
|
|
2016
Q1 | $53.3M | Buy |
1,303,223
+21,350
| +2% | +$873K | 0.93% | 21 |
|
|
2015
Q4 | $46.8M | Buy |
1,281,873
+18,918
| +1% | +$691K | 0.87% | 26 |
|
|
2015
Q3 | $45.6M | Sell |
1,262,955
-33,613
| -3% | -$1.21M | 0.76% | 30 |
|
|
2015
Q2 | $52.3M | Sell |
1,296,568
-11,775
| -0.9% | -$475K | 0.8% | 24 |
|
|
2015
Q1 | $56.5M | Buy |
1,308,343
+2,891
| +0.2% | +$125K | 0.84% | 28 |
|
|
2014
Q4 | $58.7M | Sell |
1,305,452
-10,135
| -0.8% | -$456K | 0.87% | 25 |
|
|
2014
Q3 | $50.4M | Sell |
1,315,587
-5,121
| -0.4% | -$196K | 0.78% | 34 |
|
|
2014
Q2 | $53.5M | Sell |
1,320,708
-1,967
| -0.1% | -$79.7K | 0.78% | 37 |
|
|
2014
Q1 | $54.1M | Sell |
1,322,675
-20,534
| -2% | -$840K | 0.8% | 36 |
|
|
2013
Q4 | $51.4M | Sell |
1,343,209
-1,514
| -0.1% | -$57.9K | 0.75% | 45 |
|
|
2013
Q3 | $44.6M | Sell |
1,344,723
-25,035
| -2% | -$830K | 0.68% | 50 |
|
|
2013
Q2 | $42.1M | Buy |
+1,369,758
| New | +$42.1M | 0.68% | 51 |
|