AWA
SASR
Artemis Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,104
| Closed | -$282K | – | 35 |
|
|
2025
Q1 | $282K | Buy |
10,104
+101
| +1% | +$2.82K | 0.06% | 18 |
|
|
2024
Q4 | $337K | Buy |
10,003
+91
| +0.9% | +$3.07K | 0.06% | 30 |
|
|
2024
Q3 | $311K | Buy |
9,912
+112
| +1% | +$3.51K | 0.03% | 25 |
|
|
2024
Q2 | $239K | Buy |
9,800
+140
| +1% | +$3.41K | 0.02% | 32 |
|
|
2024
Q1 | $224K | Buy |
9,660
+147
| +2% | +$3.41K | 0.02% | 32 |
|
|
2023
Q4 | $259K | Hold |
9,513
| – | – | 0.05% | 20 |
|
|
2023
Q3 | $204K | Hold |
9,513
| – | – | 0.04% | 29 |
|
|
2023
Q2 | $216K | Hold |
9,513
| – | – | 0.04% | 29 |
|
|
2023
Q1 | $247K | Buy |
+9,513
| New | +$247K | 0.06% | 21 |
|
|
2021
Q4 | – | Sell |
-9,513
| Closed | -$436K | – | 92 |
|
|
2021
Q3 | $436K | Hold |
9,513
| – | – | 0.06% | 26 |
|
|
2021
Q2 | $420K | Hold |
9,513
| – | – | 0.06% | 22 |
|
|
2021
Q1 | $413K | Hold |
9,513
| – | – | 0.06% | 24 |
|
|
2020
Q4 | $306K | Hold |
9,513
| – | – | 0.05% | 25 |
|
|
2020
Q3 | $220K | Buy |
+9,513
| New | +$220K | 0.05% | 23 |
|