Allworth Financial’s Washington Trust Bancorp WASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49K | Buy |
194
+78
| +67% | +$2.21K | ﹤0.01% | 3202 |
|
|
2025
Q1 | $3.25K | Hold |
116
| – | – | ﹤0.01% | 2997 |
|
|
2024
Q4 | $3.76K | Sell |
116
-7
| -6% | -$227 | ﹤0.01% | 2879 |
|
|
2024
Q3 | $3.96K | Buy |
123
+28
| +29% | +$902 | ﹤0.01% | 2671 |
|
|
2024
Q2 | $2.94K | Buy |
95
+76
| +400% | +$2.35K | ﹤0.01% | 2753 |
|
|
2024
Q1 | $511 | Sell |
19
-130
| -87% | -$3.5K | ﹤0.01% | 3286 |
|
|
2023
Q4 | $4.83K | Sell |
149
-559
| -79% | -$18.1K | ﹤0.01% | 2289 |
|
|
2023
Q3 | $18.6K | Sell |
708
-239
| -25% | -$6.29K | ﹤0.01% | 1565 |
|
|
2023
Q2 | $25.4K | Buy |
947
+376
| +66% | +$10.1K | ﹤0.01% | 1395 |
|
|
2023
Q1 | $19.8K | Buy |
+571
| New | +$19.8K | ﹤0.01% | 1457 |
|
|
2022
Q4 | – | Sell |
-24
| Closed | -$1K | – | 3215 |
|
|
2022
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 2538 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | – | – | 2409 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2136 |
|