DWA
Douglass Winthrop Advisors’s Blackbaud BLKB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,000
| Closed | -$296K | – | 283 |
|
|
2024
Q4 | $296K | Hold |
4,000
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $339K | Hold |
4,000
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $305K | Sell |
4,000
-4,000
| -50% | -$305K | 0.01% | 230 |
|
|
2024
Q1 | $593K | Hold |
8,000
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $694K | Buy |
8,000
+4,000
| +100% | +$347K | 0.02% | 150 |
|
|
2023
Q3 | $281K | Hold |
4,000
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $285K | Hold |
4,000
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $277K | Buy |
+4,000
| New | +$277K | 0.01% | 212 |
|