BTW
Boston Trust Walden’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.9M | Sell |
504,416
-42,765
| -8% | -$4.32M | 0.36% | 109 |
|
|
2025
Q1 | $60.2M | Sell |
547,181
-61,792
| -10% | -$6.8M | 0.44% | 79 |
|
|
2024
Q4 | $76.8M | Sell |
608,973
-15,532
| -2% | -$1.96M | 0.54% | 59 |
|
|
2024
Q3 | $85.1M | Sell |
624,505
-8,968
| -1% | -$1.22M | 0.59% | 47 |
|
|
2024
Q2 | $86.7M | Sell |
633,473
-27,528
| -4% | -$3.77M | 0.64% | 45 |
|
|
2024
Q1 | $98.2M | Sell |
661,001
-12,676
| -2% | -$1.88M | 0.7% | 40 |
|
|
2023
Q4 | $106M | Buy |
673,677
+5,006
| +0.7% | +$787K | 0.8% | 32 |
|
|
2023
Q3 | $104M | Buy |
668,671
+1,971
| +0.3% | +$307K | 0.87% | 25 |
|
|
2023
Q2 | $120M | Buy |
666,700
+852
| +0.1% | +$153K | 0.98% | 20 |
|
|
2023
Q1 | $129M | Buy |
665,848
+70,763
| +12% | +$13.7M | 1.11% | 13 |
|
|
2022
Q4 | $103M | Buy |
595,085
+31,949
| +6% | +$5.55M | 0.91% | 26 |
|
|
2022
Q3 | $91M | Buy |
563,136
+5,624
| +1% | +$909K | 0.9% | 21 |
|
|
2022
Q2 | $102M | Buy |
557,512
+3,518
| +0.6% | +$642K | 0.96% | 19 |
|
|
2022
Q1 | $119M | Sell |
553,994
-727
| -0.1% | -$156K | 0.98% | 18 |
|
|
2021
Q4 | $119M | Buy |
554,721
+9,241
| +2% | +$1.98M | 0.95% | 17 |
|
|
2021
Q3 | $99.3M | Buy |
545,480
+19,961
| +4% | +$3.63M | 0.88% | 23 |
|
|
2021
Q2 | $109M | Buy |
525,519
+7,547
| +1% | +$1.57M | 0.97% | 16 |
|
|
2021
Q1 | $88.1M | Buy |
517,972
+21,292
| +4% | +$3.62M | 0.85% | 25 |
|
|
2020
Q4 | $83.6M | Buy |
496,680
+632
| +0.1% | +$106K | 0.89% | 24 |
|
|
2020
Q3 | $82.7M | Sell |
496,048
-3,170
| -0.6% | -$528K | 1.03% | 17 |
|
|
2020
Q2 | $55.5M | Sell |
499,218
-14,709
| -3% | -$1.64M | 0.75% | 29 |
|
|
2020
Q1 | $48M | Sell |
513,927
-5,556
| -1% | -$519K | 0.77% | 33 |
|
|
2019
Q4 | $60.8M | Sell |
519,483
-1,937
| -0.4% | -$227K | 0.71% | 34 |
|
|
2019
Q3 | $62.5M | Sell |
521,420
-2,005
| -0.4% | -$240K | 0.79% | 33 |
|
|
2019
Q2 | $54.1M | Buy |
523,425
+18,578
| +4% | +$1.92M | 0.7% | 36 |
|
|
2019
Q1 | $56.4M | Buy |
504,847
+23,033
| +5% | +$2.57M | 0.77% | 33 |
|
|
2018
Q4 | $47M | Sell |
481,814
-8,455
| -2% | -$825K | 0.75% | 37 |
|
|
2018
Q3 | $57.2M | Sell |
490,269
-595
| -0.1% | -$69.5K | 0.79% | 31 |
|
|
2018
Q2 | $52.1M | Buy |
490,864
+11,423
| +2% | +$1.21M | 0.77% | 32 |
|
|
2018
Q1 | $50.2M | Buy |
479,441
+10,767
| +2% | +$1.13M | 0.76% | 36 |
|
|
2017
Q4 | $55.8M | Sell |
468,674
-2,880
| -0.6% | -$343K | 0.82% | 31 |
|
|
2017
Q3 | $56.6M | Buy |
471,554
+9,355
| +2% | +$1.12M | 0.88% | 28 |
|
|
2017
Q2 | $51.1M | Sell |
462,199
-8,450
| -2% | -$934K | 0.82% | 31 |
|
|
2017
Q1 | $50.5M | Buy |
470,649
+7,066
| +2% | +$758K | 0.79% | 29 |
|
|
2016
Q4 | $53.1M | Buy |
463,583
+3,995
| +0.9% | +$458K | 0.84% | 28 |
|
|
2016
Q3 | $50.3M | Buy |
459,588
+5,363
| +1% | +$586K | 0.83% | 29 |
|
|
2016
Q2 | $48.9M | Buy |
454,225
+10,180
| +2% | +$1.1M | 0.84% | 29 |
|
|
2016
Q1 | $46.8M | Buy |
444,045
+15,670
| +4% | +$1.65M | 0.82% | 28 |
|
|
2015
Q4 | $41.2M | Buy |
428,375
+480
| +0.1% | +$46.2K | 0.76% | 30 |
|
|
2015
Q3 | $42.2M | Buy |
427,895
+525
| +0.1% | +$51.8K | 0.71% | 37 |
|
|
2015
Q2 | $41.4M | Sell |
427,370
-8,040
| -2% | -$779K | 0.63% | 42 |
|
|
2015
Q1 | $42.2M | Buy |
435,410
+4,841
| +1% | +$469K | 0.63% | 51 |
|
|
2014
Q4 | $47.9M | Sell |
430,569
-5,660
| -1% | -$629K | 0.71% | 37 |
|
|
2014
Q3 | $42.9M | Sell |
436,229
-12,355
| -3% | -$1.21M | 0.66% | 46 |
|
|
2014
Q2 | $46.1M | Sell |
448,584
-13,570
| -3% | -$1.39M | 0.67% | 46 |
|
|
2014
Q1 | $45M | Sell |
462,154
-17,675
| -4% | -$1.72M | 0.67% | 51 |
|
|
2013
Q4 | $50.4M | Sell |
479,829
-8,365
| -2% | -$879K | 0.74% | 46 |
|
|
2013
Q3 | $44.6M | Sell |
488,194
-6,065
| -1% | -$554K | 0.68% | 49 |
|
|
2013
Q2 | $42.7M | Buy |
+494,259
| New | +$42.7M | 0.69% | 46 |
|