BTW
Boston Trust Walden’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
257,463
-5,468
| -2% | -$575K | 0.19% | 163 |
|
|
2025
Q1 | $26.6M | Sell |
262,931
-5,019
| -2% | -$507K | 0.19% | 164 |
|
|
2024
Q4 | $30.2M | Sell |
267,950
-4,612
| -2% | -$521K | 0.21% | 160 |
|
|
2024
Q3 | $28.6M | Sell |
272,562
-37,677
| -12% | -$3.96M | 0.2% | 163 |
|
|
2024
Q2 | $25.9M | Sell |
310,239
-377,983
| -55% | -$31.5M | 0.19% | 154 |
|
|
2024
Q1 | $59.9M | Sell |
688,222
-465
| -0.1% | -$40.5K | 0.43% | 84 |
|
|
2023
Q4 | $57.5M | Buy |
688,687
+4,677
| +0.7% | +$391K | 0.43% | 82 |
|
|
2023
Q3 | $42.4M | Sell |
684,010
-44,531
| -6% | -$2.76M | 0.36% | 103 |
|
|
2023
Q2 | $44.4M | Sell |
728,541
-7,890
| -1% | -$481K | 0.36% | 102 |
|
|
2023
Q1 | $42.5M | Sell |
736,431
-275,371
| -27% | -$15.9M | 0.37% | 100 |
|
|
2022
Q4 | $84.5M | Sell |
1,011,802
-5,202
| -0.5% | -$434K | 0.74% | 40 |
|
|
2022
Q3 | $85.7M | Buy |
1,017,004
+181,504
| +22% | +$15.3M | 0.85% | 26 |
|
|
2022
Q2 | $71.9M | Buy |
835,500
+12,904
| +2% | +$1.11M | 0.68% | 41 |
|
|
2022
Q1 | $79.9M | Buy |
822,596
+211,067
| +35% | +$20.5M | 0.66% | 42 |
|
|
2021
Q4 | $64.9M | Buy |
611,529
+789
| +0.1% | +$83.7K | 0.52% | 52 |
|
|
2021
Q3 | $59.1M | Buy |
610,740
+2,237
| +0.4% | +$216K | 0.52% | 57 |
|
|
2021
Q2 | $56.6M | Buy |
608,503
+10,808
| +2% | +$1.01M | 0.5% | 59 |
|
|
2021
Q1 | $55.2M | Buy |
597,695
+147,814
| +33% | +$13.6M | 0.53% | 57 |
|
|
2020
Q4 | $31M | Sell |
449,881
-3,120
| -0.7% | -$215K | 0.33% | 103 |
|
|
2020
Q3 | $22.2M | Buy |
453,001
+15,588
| +4% | +$764K | 0.28% | 126 |
|
|
2020
Q2 | $22.5M | Buy |
437,413
+31,249
| +8% | +$1.61M | 0.3% | 104 |
|
|
2020
Q1 | $18.8M | Buy |
406,164
+9,944
| +3% | +$461K | 0.3% | 105 |
|
|
2019
Q4 | $27.2M | Buy |
396,220
+6,308
| +2% | +$433K | 0.32% | 95 |
|
|
2019
Q3 | $25.2M | Buy |
389,912
+13,761
| +4% | +$889K | 0.32% | 95 |
|
|
2019
Q2 | $24.8M | Sell |
376,151
-4,002
| -1% | -$263K | 0.32% | 93 |
|
|
2019
Q1 | $24.3M | Buy |
380,153
+6,103
| +2% | +$391K | 0.33% | 87 |
|
|
2018
Q4 | $22.8M | Sell |
374,050
-7,304
| -2% | -$445K | 0.36% | 86 |
|
|
2018
Q3 | $27M | Sell |
381,354
-9,910
| -3% | -$703K | 0.37% | 83 |
|
|
2018
Q2 | $29.8M | Buy |
391,264
+76,313
| +24% | +$5.82M | 0.44% | 70 |
|
|
2018
Q1 | $22.8M | Sell |
314,951
-11,632
| -4% | -$842K | 0.35% | 88 |
|
|
2017
Q4 | $23.5M | Sell |
326,583
-10,517
| -3% | -$756K | 0.34% | 88 |
|
|
2017
Q3 | $25.1M | Sell |
337,100
-3,619
| -1% | -$270K | 0.39% | 77 |
|
|
2017
Q2 | $25.5M | Sell |
340,719
-69,779
| -17% | -$5.22M | 0.41% | 72 |
|
|
2017
Q1 | $30.9M | Sell |
410,498
-40,149
| -9% | -$3.02M | 0.48% | 68 |
|
|
2016
Q4 | $34.8M | Sell |
450,647
-125,660
| -22% | -$9.69M | 0.55% | 57 |
|
|
2016
Q3 | $34.3M | Sell |
576,307
-14,478
| -2% | -$861K | 0.56% | 52 |
|
|
2016
Q2 | $31.4M | Sell |
590,785
-4,122
| -0.7% | -$219K | 0.54% | 60 |
|
|
2016
Q1 | $30.7M | Buy |
594,907
+155,718
| +35% | +$8.04M | 0.53% | 57 |
|
|
2015
Q4 | $20.4M | Sell |
439,189
-109,811
| -20% | -$5.11M | 0.38% | 97 |
|
|
2015
Q3 | $27.9M | Sell |
549,000
-19,407
| -3% | -$986K | 0.47% | 71 |
|
|
2015
Q2 | $32.4M | Buy |
568,407
+122,262
| +27% | +$6.97M | 0.49% | 80 |
|
|
2015
Q1 | $23.6M | Sell |
446,145
-12,152
| -3% | -$643K | 0.35% | 122 |
|
|
2014
Q4 | $26.1M | Sell |
458,297
-22,602
| -5% | -$1.29M | 0.39% | 113 |
|
|
2014
Q3 | $26.2M | Sell |
480,899
-243,438
| -34% | -$13.3M | 0.41% | 112 |
|
|
2014
Q2 | $45.9M | Sell |
724,337
-66,028
| -8% | -$4.19M | 0.67% | 47 |
|
|
2014
Q1 | $51.1M | Sell |
790,365
-18,369
| -2% | -$1.19M | 0.76% | 38 |
|
|
2013
Q4 | $52M | Sell |
808,734
-57,202
| -7% | -$3.68M | 0.76% | 43 |
|
|
2013
Q3 | $47.1M | Buy |
865,936
+21,888
| +3% | +$1.19M | 0.72% | 43 |
|
|
2013
Q2 | $47M | Buy |
+844,048
| New | +$47M | 0.76% | 34 |
|