BTW
Boston Trust Walden’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
2,585
| – | – | ﹤0.01% | 358 |
|
|
2025
Q1 | $306K | Hold |
2,585
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $285K | Sell |
2,585
-5,945
| -70% | -$655K | ﹤0.01% | 349 |
|
|
2024
Q3 | $1.03M | Buy |
8,530
+3,000
| +54% | +$363K | 0.01% | 281 |
|
|
2024
Q2 | $603K | Hold |
5,530
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $696K | Sell |
5,530
-4,060
| -42% | -$511K | 0.01% | 300 |
|
|
2023
Q4 | $1.21M | Sell |
9,590
-261,557
| -96% | -$33.1M | 0.01% | 273 |
|
|
2023
Q3 | $33.3M | Buy |
271,147
+2,275
| +0.8% | +$280K | 0.28% | 130 |
|
|
2023
Q2 | $39.7M | Buy |
268,872
+18,250
| +7% | +$2.69M | 0.33% | 114 |
|
|
2023
Q1 | $39.4M | Sell |
250,622
-66,095
| -21% | -$10.4M | 0.34% | 108 |
|
|
2022
Q4 | $50.2M | Buy |
316,717
+2,846
| +0.9% | +$451K | 0.44% | 74 |
|
|
2022
Q3 | $43.1M | Sell |
313,871
-101
| -0% | -$13.9K | 0.43% | 80 |
|
|
2022
Q2 | $40.2M | Buy |
313,972
+42,559
| +16% | +$5.45M | 0.38% | 93 |
|
|
2022
Q1 | $36.8M | Buy |
271,413
+71,957
| +36% | +$9.74M | 0.3% | 117 |
|
|
2021
Q4 | $27.1M | Sell |
199,456
-847
| -0.4% | -$115K | 0.22% | 157 |
|
|
2021
Q3 | $24M | Sell |
200,303
-108,381
| -35% | -$13M | 0.21% | 159 |
|
|
2021
Q2 | $40M | Buy |
308,684
+23,512
| +8% | +$3.05M | 0.36% | 104 |
|
|
2021
Q1 | $36.1M | Buy |
285,172
+59,976
| +27% | +$7.59M | 0.35% | 104 |
|
|
2020
Q4 | $26M | Buy |
225,196
+2,121
| +1% | +$245K | 0.28% | 131 |
|
|
2020
Q3 | $25.8M | Buy |
223,075
+77,125
| +53% | +$8.91M | 0.32% | 105 |
|
|
2020
Q2 | $15.4M | Buy |
145,950
+16,905
| +13% | +$1.79M | 0.21% | 154 |
|
|
2020
Q1 | $14.3M | Buy |
129,045
+2,232
| +2% | +$248K | 0.23% | 136 |
|
|
2019
Q4 | $13.2M | Buy |
126,813
+124,378
| +5,108% | +$13M | 0.15% | 188 |
|
|
2019
Q3 | $268K | Hold |
2,435
| – | – | ﹤0.01% | 356 |
|
|
2019
Q2 | $280K | Buy |
2,435
+23
| +1% | +$2.65K | ﹤0.01% | 355 |
|
|
2019
Q1 | $281K | Hold |
2,412
| – | – | ﹤0.01% | 357 |
|
|
2018
Q4 | $225K | Hold |
2,412
| – | – | ﹤0.01% | 362 |
|
|
2018
Q3 | $247K | Hold |
2,412
| – | – | ﹤0.01% | 362 |
|
|
2018
Q2 | $259K | Hold |
2,412
| – | – | ﹤0.01% | 364 |
|
|
2018
Q1 | $299K | Sell |
2,412
-33
| -1% | -$4.09K | ﹤0.01% | 363 |
|
|
2017
Q4 | $304K | Hold |
2,445
| – | – | ﹤0.01% | 357 |
|
|
2017
Q3 | $257K | Buy |
2,445
+289
| +13% | +$30.4K | ﹤0.01% | 360 |
|
|
2017
Q2 | $255K | Buy |
+2,156
| New | +$255K | ﹤0.01% | 360 |
|