BTW
Boston Trust Walden’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2M | Buy |
693,322
+215,249
| +45% | +$19.6M | 0.45% | 80 |
|
|
2025
Q1 | $54.1M | Buy |
+478,073
| New | +$54.1M | 0.4% | 99 |
|
|
2023
Q2 | – | Sell |
-5,695
| Closed | -$736K | – | 373 |
|
|
2023
Q1 | $736K | Hold |
5,695
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $726K | Hold |
5,695
| – | – | 0.01% | 291 |
|
|
2022
Q3 | $595K | Buy |
5,695
+1,750
| +44% | +$183K | 0.01% | 291 |
|
|
2022
Q2 | $414K | Sell |
3,945
-4,910
| -55% | -$515K | ﹤0.01% | 313 |
|
|
2022
Q1 | $1.13M | Sell |
8,855
-38,990
| -81% | -$4.99M | 0.01% | 274 |
|
|
2021
Q4 | $6.08M | Sell |
47,845
-7,517
| -14% | -$955K | 0.05% | 237 |
|
|
2021
Q3 | $8.1M | Buy |
55,362
+12
| +0% | +$1.76K | 0.07% | 218 |
|
|
2021
Q2 | $8.9M | Buy |
55,350
+17,605
| +47% | +$2.83M | 0.08% | 218 |
|
|
2021
Q1 | $6.04M | Sell |
37,745
-205
| -0.5% | -$32.8K | 0.06% | 225 |
|
|
2020
Q4 | $5.85M | Sell |
37,950
-550
| -1% | -$84.8K | 0.06% | 230 |
|
|
2020
Q3 | $5.24M | Sell |
38,500
-10,340
| -21% | -$1.41M | 0.07% | 235 |
|
|
2020
Q2 | $5.83M | Sell |
48,840
-2,975
| -6% | -$355K | 0.08% | 220 |
|
|
2020
Q1 | $5.24M | Buy |
51,815
+300
| +0.6% | +$30.3K | 0.08% | 213 |
|
|
2019
Q4 | $7.71M | Buy |
51,515
+50
| +0.1% | +$7.48K | 0.09% | 215 |
|
|
2019
Q3 | $7.06M | Buy |
51,465
+3,330
| +7% | +$457K | 0.09% | 220 |
|
|
2019
Q2 | $5.67M | Buy |
48,135
+345
| +0.7% | +$40.6K | 0.07% | 223 |
|
|
2019
Q1 | $6.1M | Buy |
47,790
+4,525
| +10% | +$578K | 0.08% | 217 |
|
|
2018
Q4 | $4.49M | Buy |
43,265
+6,335
| +17% | +$657K | 0.07% | 227 |
|
|
2018
Q3 | $4.86M | Buy |
36,930
+3,373
| +10% | +$444K | 0.07% | 224 |
|
|
2018
Q2 | $3.74M | Buy |
33,557
+150
| +0.4% | +$16.7K | 0.05% | 239 |
|
|
2018
Q1 | $3.64M | Buy |
33,407
+650
| +2% | +$70.9K | 0.06% | 235 |
|
|
2017
Q4 | $3.95M | Buy |
32,757
+375
| +1% | +$45.3K | 0.06% | 235 |
|
|
2017
Q3 | $3.79M | Buy |
32,382
+10,695
| +49% | +$1.25M | 0.06% | 237 |
|
|
2017
Q2 | $2.78M | Buy |
+21,687
| New | +$2.78M | 0.04% | 254 |
|
|
2017
Q1 | – | Sell |
-22,112
| Closed | -$2.28M | – | 357 |
|
|
2016
Q4 | $2.28M | Buy |
22,112
+3,975
| +22% | +$410K | 0.04% | 257 |
|
|
2016
Q3 | $2.36M | Hold |
18,137
| – | – | 0.04% | 254 |
|
|
2016
Q2 | $2.18M | Hold |
18,137
| – | – | 0.04% | 262 |
|
|
2016
Q1 | $1.93M | Sell |
18,137
-30
| -0.2% | -$3.2K | 0.03% | 271 |
|
|
2015
Q4 | $1.86M | Buy |
+18,167
| New | +$1.86M | 0.03% | 262 |
|