BTW
Boston Trust Walden’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195M | Sell |
550,016
-96,930
| -15% | -$34.4M | 1.39% | 6 |
|
|
2025
Q1 | $227M | Sell |
646,946
-22,970
| -3% | -$8.05M | 1.66% | 4 |
|
|
2024
Q4 | $212M | Sell |
669,916
-11,322
| -2% | -$3.58M | 1.49% | 7 |
|
|
2024
Q3 | $187M | Buy |
681,238
+126
| +0% | +$34.6K | 1.3% | 9 |
|
|
2024
Q2 | $179M | Sell |
681,112
-37,507
| -5% | -$9.84M | 1.33% | 9 |
|
|
2024
Q1 | $201M | Sell |
718,619
-581
| -0.1% | -$162K | 1.43% | 8 |
|
|
2023
Q4 | $187M | Buy |
719,200
+12,884
| +2% | +$3.35M | 1.41% | 7 |
|
|
2023
Q3 | $162M | Buy |
706,316
+38,958
| +6% | +$8.96M | 1.36% | 9 |
|
|
2023
Q2 | $158M | Sell |
667,358
-12,793
| -2% | -$3.04M | 1.3% | 10 |
|
|
2023
Q1 | $153M | Sell |
680,151
-11,568
| -2% | -$2.61M | 1.32% | 9 |
|
|
2022
Q4 | $144M | Buy |
691,719
+1,032
| +0.1% | +$214K | 1.26% | 8 |
|
|
2022
Q3 | $123M | Sell |
690,687
-4,117
| -0.6% | -$731K | 1.22% | 11 |
|
|
2022
Q2 | $137M | Sell |
694,804
-1,327
| -0.2% | -$261K | 1.29% | 9 |
|
|
2022
Q1 | $154M | Buy |
696,131
+6,370
| +0.9% | +$1.41M | 1.28% | 7 |
|
|
2021
Q4 | $149M | Sell |
689,761
-3,865
| -0.6% | -$838K | 1.2% | 8 |
|
|
2021
Q3 | $155M | Sell |
693,626
-10,678
| -2% | -$2.38M | 1.37% | 8 |
|
|
2021
Q2 | $165M | Sell |
704,304
-6,899
| -1% | -$1.61M | 1.46% | 5 |
|
|
2021
Q1 | $151M | Buy |
711,203
+50,618
| +8% | +$10.7M | 1.46% | 6 |
|
|
2020
Q4 | $144M | Buy |
660,585
+9,431
| +1% | +$2.06M | 1.54% | 6 |
|
|
2020
Q3 | $130M | Buy |
651,154
+24,956
| +4% | +$4.99M | 1.62% | 6 |
|
|
2020
Q2 | $121M | Sell |
626,198
-21,149
| -3% | -$4.09M | 1.63% | 5 |
|
|
2020
Q1 | $104M | Sell |
647,347
-52,226
| -7% | -$8.41M | 1.66% | 5 |
|
|
2019
Q4 | $131M | Sell |
699,573
-7,082
| -1% | -$1.33M | 1.53% | 7 |
|
|
2019
Q3 | $122M | Sell |
706,655
-28,275
| -4% | -$4.86M | 1.53% | 7 |
|
|
2019
Q2 | $128M | Sell |
734,930
-2,626
| -0.4% | -$456K | 1.66% | 6 |
|
|
2019
Q1 | $115M | Sell |
737,556
-11,712
| -2% | -$1.83M | 1.57% | 8 |
|
|
2018
Q4 | $98.9M | Sell |
749,268
-19,966
| -3% | -$2.63M | 1.57% | 8 |
|
|
2018
Q3 | $115M | Sell |
769,234
-1,853
| -0.2% | -$278K | 1.59% | 7 |
|
|
2018
Q2 | $102M | Sell |
771,087
-4,180
| -0.5% | -$554K | 1.5% | 8 |
|
|
2018
Q1 | $92.7M | Sell |
775,267
-8,312
| -1% | -$994K | 1.41% | 11 |
|
|
2017
Q4 | $89.3M | Sell |
783,579
-1,093
| -0.1% | -$125K | 1.31% | 13 |
|
|
2017
Q3 | $82.6M | Buy |
784,672
+8,850
| +1% | +$931K | 1.29% | 13 |
|
|
2017
Q2 | $72.8M | Buy |
775,822
+10,132
| +1% | +$950K | 1.17% | 17 |
|
|
2017
Q1 | $68M | Buy |
765,690
+12,444
| +2% | +$1.11M | 1.06% | 21 |
|
|
2016
Q4 | $58.8M | Buy |
753,246
+15,142
| +2% | +$1.18M | 0.93% | 23 |
|
|
2016
Q3 | $61M | Buy |
738,104
+39,760
| +6% | +$3.29M | 1.01% | 18 |
|
|
2016
Q2 | $51.8M | Buy |
698,344
+12,773
| +2% | +$947K | 0.88% | 24 |
|
|
2016
Q1 | $52.4M | Buy |
685,571
+12,637
| +2% | +$966K | 0.91% | 22 |
|
|
2015
Q4 | $52.2M | Buy |
672,934
+34,085
| +5% | +$2.64M | 0.97% | 22 |
|
|
2015
Q3 | $44.5M | Buy |
638,849
+26,695
| +4% | +$1.86M | 0.74% | 32 |
|
|
2015
Q2 | $41.1M | Buy |
612,154
+3,084
| +0.5% | +$207K | 0.63% | 44 |
|
|
2015
Q1 | $39.8M | Buy |
609,070
+474,585
| +353% | +$31M | 0.59% | 61 |
|
|
2014
Q4 | $35.3M | Buy |
134,485
+13,780
| +11% | +$3.61M | 0.52% | 77 |
|
|
2014
Q3 | $25.8M | Buy |
120,705
+114,938
| +1,993% | +$24.5M | 0.4% | 116 |
|
|
2014
Q2 | $1.22M | Buy |
5,767
+4,537
| +369% | +$956K | 0.02% | 265 |
|
|
2014
Q1 | $266K | Hold |
1,230
| – | – | ﹤0.01% | 312 |
|
|
2013
Q4 | $274K | Hold |
1,230
| – | – | ﹤0.01% | 320 |
|
|
2013
Q3 | $235K | Hold |
1,230
| – | – | ﹤0.01% | 312 |
|
|
2013
Q2 | $225K | Buy |
+1,230
| New | +$225K | ﹤0.01% | 309 |
|