BTW
Boston Trust Walden’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
298,837
-10,057
| -3% | -$435K | 0.09% | 194 |
|
|
2025
Q1 | $14M | Buy |
308,894
+37,150
| +14% | +$1.69M | 0.1% | 189 |
|
|
2024
Q4 | $10.9M | Buy |
271,744
+14,105
| +5% | +$564K | 0.08% | 200 |
|
|
2024
Q3 | $11.6M | Sell |
257,639
-9,680
| -4% | -$435K | 0.08% | 196 |
|
|
2024
Q2 | $11M | Sell |
267,319
-6,618
| -2% | -$273K | 0.08% | 194 |
|
|
2024
Q1 | $11.5M | Sell |
273,937
-3,177
| -1% | -$133K | 0.08% | 192 |
|
|
2023
Q4 | $10.4M | Sell |
277,114
-11,187
| -4% | -$422K | 0.08% | 190 |
|
|
2023
Q3 | $9.34M | Sell |
288,301
-876
| -0.3% | -$28.4K | 0.08% | 194 |
|
|
2023
Q2 | $10.8M | Sell |
289,177
-25,837
| -8% | -$961K | 0.09% | 194 |
|
|
2023
Q1 | $12.3M | Sell |
315,014
-66,900
| -18% | -$2.6M | 0.11% | 187 |
|
|
2022
Q4 | $15M | Buy |
381,914
+73,145
| +24% | +$2.88M | 0.13% | 186 |
|
|
2022
Q3 | $11.7M | Buy |
308,769
+2,658
| +0.9% | +$101K | 0.12% | 191 |
|
|
2022
Q2 | $15.5M | Buy |
306,111
+10,919
| +4% | +$554K | 0.15% | 185 |
|
|
2022
Q1 | $15M | Buy |
295,192
+20,311
| +7% | +$1.03M | 0.12% | 187 |
|
|
2021
Q4 | $14.3M | Buy |
274,881
+49,434
| +22% | +$2.57M | 0.11% | 193 |
|
|
2021
Q3 | $12.2M | Sell |
225,447
-52,844
| -19% | -$2.85M | 0.11% | 199 |
|
|
2021
Q2 | $15.6M | Sell |
278,291
-34,443
| -11% | -$1.93M | 0.14% | 191 |
|
|
2021
Q1 | $18.2M | Sell |
312,734
-746,215
| -70% | -$43.4M | 0.18% | 173 |
|
|
2020
Q4 | $62.2M | Sell |
1,058,949
-149,652
| -12% | -$8.79M | 0.66% | 36 |
|
|
2020
Q3 | $71.9M | Buy |
1,208,601
+18,661
| +2% | +$1.11M | 0.9% | 23 |
|
|
2020
Q2 | $65.6M | Buy |
1,189,940
+155,024
| +15% | +$8.55M | 0.89% | 23 |
|
|
2020
Q1 | $55.6M | Buy |
1,034,916
+105,996
| +11% | +$5.7M | 0.89% | 26 |
|
|
2019
Q4 | $57M | Buy |
928,920
+71,490
| +8% | +$4.39M | 0.66% | 40 |
|
|
2019
Q3 | $51.8M | Buy |
857,430
+765,575
| +833% | +$46.2M | 0.65% | 41 |
|
|
2019
Q2 | $5.25M | Buy |
91,855
+4,479
| +5% | +$256K | 0.07% | 230 |
|
|
2019
Q1 | $5.17M | Buy |
87,376
+4,235
| +5% | +$250K | 0.07% | 228 |
|
|
2018
Q4 | $4.67M | Buy |
83,141
+17,565
| +27% | +$987K | 0.07% | 222 |
|
|
2018
Q3 | $3.5M | Buy |
65,576
+6,300
| +11% | +$336K | 0.05% | 246 |
|
|
2018
Q2 | $2.98M | Buy |
59,276
+1,201
| +2% | +$60.4K | 0.04% | 252 |
|
|
2018
Q1 | $2.78M | Buy |
58,075
+906
| +2% | +$43.3K | 0.04% | 255 |
|
|
2017
Q4 | $3.03M | Sell |
57,169
-1,285
| -2% | -$68K | 0.04% | 249 |
|
|
2017
Q3 | $2.89M | Sell |
58,454
-22,636
| -28% | -$1.12M | 0.05% | 258 |
|
|
2017
Q2 | $3.62M | Sell |
81,090
-470,261
| -85% | -$21M | 0.06% | 235 |
|
|
2017
Q1 | $26.9M | Buy |
551,351
+66,489
| +14% | +$3.24M | 0.42% | 85 |
|
|
2016
Q4 | $25.9M | Buy |
484,862
+55,640
| +13% | +$2.97M | 0.41% | 93 |
|
|
2016
Q3 | $22.3M | Buy |
429,222
+75,185
| +21% | +$3.91M | 0.37% | 107 |
|
|
2016
Q2 | $19.8M | Buy |
354,037
+330,671
| +1,415% | +$18.5M | 0.34% | 117 |
|
|
2016
Q1 | $1.26M | Buy |
23,366
+9
| +0% | +$487 | 0.02% | 282 |
|
|
2015
Q4 | $1.08M | Sell |
23,357
-234
| -1% | -$10.8K | 0.02% | 279 |
|
|
2015
Q3 | $1.03M | Buy |
23,591
+2,134
| +10% | +$92.8K | 0.02% | 287 |
|
|
2015
Q2 | $1M | Buy |
21,457
+1,126
| +6% | +$52.5K | 0.02% | 288 |
|
|
2015
Q1 | $989K | Sell |
20,331
-279
| -1% | -$13.6K | 0.01% | 284 |
|
|
2014
Q4 | $964K | Hold |
20,610
| – | – | 0.01% | 285 |
|
|
2014
Q3 | $1.03M | Sell |
20,610
-138
| -0.7% | -$6.9K | 0.02% | 279 |
|
|
2014
Q2 | $1.02M | Sell |
20,748
-403
| -2% | -$19.7K | 0.01% | 278 |
|
|
2014
Q1 | $1.01M | Buy |
21,151
+303
| +1% | +$14.4K | 0.01% | 258 |
|
|
2013
Q4 | $1.02M | Hold |
20,848
| – | – | 0.01% | 263 |
|
|
2013
Q3 | $973K | Sell |
20,848
-100
| -0.5% | -$4.67K | 0.01% | 256 |
|
|
2013
Q2 | $1.06M | Buy |
+20,948
| New | +$1.06M | 0.02% | 241 |
|