Carson Wealth (CWM LLC)’s Washington Trust Bancorp WASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
12,501
+734
| +6% | +$20.8K | ﹤0.01% | 1761 |
|
|
2025
Q1 | $363K | Buy |
11,767
+6,741
| +134% | +$208K | ﹤0.01% | 1579 |
|
|
2024
Q4 | $158K | Sell |
5,026
-22
| -0.4% | -$692 | ﹤0.01% | 1983 |
|
|
2024
Q3 | $163K | Buy |
5,048
+1,902
| +60% | +$61.4K | ﹤0.01% | 1871 |
|
|
2024
Q2 | $86K | Buy |
3,146
+725
| +30% | +$19.8K | ﹤0.01% | 2077 |
|
|
2024
Q1 | $65K | Sell |
2,421
-247
| -9% | -$6.63K | ﹤0.01% | 2135 |
|
|
2023
Q4 | $86K | Sell |
2,668
-131
| -5% | -$4.22K | ﹤0.01% | 1846 |
|
|
2023
Q3 | $74K | Buy |
2,799
+243
| +10% | +$6.42K | ﹤0.01% | 1829 |
|
|
2023
Q2 | $69K | Buy |
2,556
+1,517
| +146% | +$41K | ﹤0.01% | 1784 |
|
|
2023
Q1 | $36K | Buy |
1,039
+519
| +100% | +$18K | ﹤0.01% | 2100 |
|
|
2022
Q4 | $25K | Buy |
520
+20
| +4% | +$962 | ﹤0.01% | 2218 |
|
|
2022
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 2150 |
|
|
2022
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 2013 |
|
|
2022
Q1 | $26K | Sell |
500
-217
| -30% | -$11.3K | ﹤0.01% | 1930 |
|
|
2021
Q4 | $40K | Buy |
+717
| New | +$40K | ﹤0.01% | 1667 |
|
|
2021
Q2 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2021
Q1 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q4 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q3 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q2 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q1 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q4 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q3 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q2 | $36K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q1 | $36K | Sell |
700
-1,611
| -70% | -$82.9K | ﹤0.01% | 1546 |
|
|
2018
Q4 | $110K | Buy |
2,311
+11
| +0.5% | +$524 | ﹤0.01% | 705 |
|
|
2018
Q3 | $127K | Hold |
2,300
| – | – | ﹤0.01% | 582 |
|
|
2018
Q2 | $134K | Hold |
2,300
| – | – | ﹤0.01% | 483 |
|
|
2018
Q1 | $124K | Hold |
2,300
| – | – | ﹤0.01% | 420 |
|
|
2017
Q4 | $122K | Hold |
2,300
| – | – | 0.01% | 404 |
|
|
2017
Q3 | $132K | Hold |
2,300
| – | – | 0.01% | 374 |
|
|
2017
Q2 | $119K | Hold |
2,300
| – | – | 0.01% | 370 |
|
|
2017
Q1 | $113K | Hold |
2,300
| – | – | 0.01% | 352 |
|
|
2016
Q4 | $129K | Sell |
2,300
-1,000
| -30% | -$56.1K | 0.01% | 319 |
|
|
2016
Q3 | $133K | Hold |
3,300
| – | – | 0.01% | 304 |
|
|
2016
Q2 | $125K | Buy |
3,300
+3,000
| +1,000% | +$114K | 0.01% | 280 |
|
|
2016
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 517 |
|
|
2015
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 447 |
|
|
2015
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 431 |
|