BTW
Boston Trust Walden’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
13,515
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $970K | Hold |
13,515
| – | – | 0.01% | 278 |
|
|
2024
Q4 | $949K | Hold |
13,515
| – | – | 0.01% | 284 |
|
|
2024
Q3 | $763K | Hold |
13,515
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $803K | Hold |
13,515
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $783K | Sell |
13,515
-1,000
| -7% | -$58K | 0.01% | 288 |
|
|
2023
Q4 | $714K | Hold |
14,515
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $593K | Buy |
14,515
+1,000
| +7% | +$40.9K | 0.01% | 300 |
|
|
2023
Q2 | $577K | Sell |
13,515
-703
| -5% | -$30K | ﹤0.01% | 305 |
|
|
2023
Q1 | $531K | Buy |
14,218
+4,507
| +46% | +$168K | ﹤0.01% | 308 |
|
|
2022
Q4 | $401K | Sell |
9,711
-1,550
| -14% | -$64K | ﹤0.01% | 323 |
|
|
2022
Q3 | $453K | Buy |
11,261
+5,552
| +97% | +$223K | ﹤0.01% | 307 |
|
|
2022
Q2 | $224K | Sell |
5,709
-100
| -2% | -$3.92K | ﹤0.01% | 355 |
|
|
2022
Q1 | $282K | Sell |
5,809
-3,400
| -37% | -$165K | ﹤0.01% | 354 |
|
|
2021
Q4 | $442K | Buy |
9,209
+825
| +10% | +$39.6K | ﹤0.01% | 336 |
|
|
2021
Q3 | $389K | Buy |
8,384
+291
| +4% | +$13.5K | ﹤0.01% | 337 |
|
|
2021
Q2 | $367K | Hold |
8,093
| – | – | ﹤0.01% | 343 |
|
|
2021
Q1 | $316K | Hold |
8,093
| – | – | ﹤0.01% | 342 |
|
|
2020
Q4 | $244K | Sell |
8,093
-3,400
| -30% | -$103K | ﹤0.01% | 360 |
|
|
2020
Q3 | $270K | Sell |
11,493
-50
| -0.4% | -$1.18K | ﹤0.01% | 347 |
|
|
2020
Q2 | $296K | Sell |
11,543
-1,048
| -8% | -$26.9K | ﹤0.01% | 335 |
|
|
2020
Q1 | $361K | Sell |
12,591
-5,566
| -31% | -$160K | 0.01% | 319 |
|
|
2019
Q4 | $977K | Sell |
18,157
-1,281
| -7% | -$68.9K | 0.01% | 291 |
|
|
2019
Q3 | $980K | Sell |
19,438
-641
| -3% | -$32.3K | 0.01% | 288 |
|
|
2019
Q2 | $950K | Buy |
20,079
+41
| +0.2% | +$1.94K | 0.01% | 300 |
|
|
2019
Q1 | $968K | Sell |
20,038
-375
| -2% | -$18.1K | 0.01% | 300 |
|
|
2018
Q4 | $941K | Sell |
20,413
-2,300
| -10% | -$106K | 0.02% | 298 |
|
|
2018
Q3 | $1.19M | Sell |
22,713
-889
| -4% | -$46.7K | 0.02% | 297 |
|
|
2018
Q2 | $1.31M | Sell |
23,602
-3,363
| -12% | -$186K | 0.02% | 290 |
|
|
2018
Q1 | $1.41M | Sell |
26,965
-1,102
| -4% | -$57.7K | 0.02% | 288 |
|
|
2017
Q4 | $1.7M | Buy |
28,067
+480
| +2% | +$29.1K | 0.03% | 283 |
|
|
2017
Q3 | $1.52M | Buy |
27,587
+1,187
| +4% | +$65.4K | 0.02% | 293 |
|
|
2017
Q2 | $1.46M | Buy |
26,400
+3,114
| +13% | +$172K | 0.02% | 289 |
|
|
2017
Q1 | $1.3M | Sell |
23,286
-3,412
| -13% | -$190K | 0.02% | 291 |
|
|
2016
Q4 | $1.47M | Sell |
26,698
-7,161
| -21% | -$395K | 0.02% | 280 |
|
|
2016
Q3 | $1.5M | Sell |
33,859
-516,205
| -94% | -$22.9M | 0.02% | 277 |
|
|
2016
Q2 | $26M | Buy |
550,064
+37,048
| +7% | +$1.75M | 0.44% | 80 |
|
|
2016
Q1 | $24.8M | Buy |
513,016
+51,828
| +11% | +$2.51M | 0.43% | 79 |
|
|
2015
Q4 | $25.1M | Buy |
461,188
+93,288
| +25% | +$5.07M | 0.47% | 70 |
|
|
2015
Q3 | $18.9M | Buy |
367,900
+23,249
| +7% | +$1.19M | 0.32% | 134 |
|
|
2015
Q2 | $19.4M | Buy |
344,651
+72,760
| +27% | +$4.09M | 0.3% | 148 |
|
|
2015
Q1 | $14.8M | Buy |
271,891
+198,965
| +273% | +$10.8M | 0.22% | 161 |
|
|
2014
Q4 | $4M | Buy |
72,926
+40,350
| +124% | +$2.21M | 0.06% | 222 |
|
|
2014
Q3 | $1.69M | Buy |
32,576
+480
| +1% | +$24.9K | 0.03% | 248 |
|
|
2014
Q2 | $1.69M | Sell |
32,096
-250
| -0.8% | -$13.1K | 0.02% | 244 |
|
|
2014
Q1 | $1.61M | Sell |
32,346
-416
| -1% | -$20.7K | 0.02% | 236 |
|
|
2013
Q4 | $1.49M | Buy |
32,762
+1,586
| +5% | +$72K | 0.02% | 241 |
|
|
2013
Q3 | $1.29M | Hold |
31,176
| – | – | 0.02% | 240 |
|
|
2013
Q2 | $1.29M | Buy |
+31,176
| New | +$1.29M | 0.02% | 232 |
|