Charles Schwab’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 | $4.52M | Buy |
159,817
+3,042
| +2% | +$86K | ﹤0.01% | 2369 |
|
2025
Q1 | $4.84M | Sell |
156,775
-14,731
| -9% | -$455K | ﹤0.01% | 2287 |
|
2024
Q4 | $5.38M | Sell |
171,506
-29,525
| -15% | -$926K | ﹤0.01% | 2304 |
|
2024
Q3 | $6.48M | Sell |
201,031
-29,653
| -13% | -$955K | ﹤0.01% | 2241 |
|
2024
Q2 | $6.32M | Sell |
230,684
-23,488
| -9% | -$644K | ﹤0.01% | 2249 |
|
2024
Q1 | $6.83M | Buy |
254,172
+18,586
| +8% | +$500K | ﹤0.01% | 2175 |
|
2023
Q4 | $7.63M | Buy |
235,586
+16,378
| +7% | +$530K | ﹤0.01% | 2130 |
|
2023
Q3 | $5.77M | Buy |
219,208
+19,349
| +10% | +$509K | ﹤0.01% | 2188 |
|
2023
Q2 | $5.36M | Buy |
199,859
+12,010
| +6% | +$322K | ﹤0.01% | 2215 |
|
2023
Q1 | $6.51M | Buy |
187,849
+5,429
| +3% | +$188K | ﹤0.01% | 2077 |
|
2022
Q4 | $8.61M | Buy |
182,420
+15,838
| +10% | +$747K | ﹤0.01% | 1950 |
|
2022
Q3 | $7.74M | Buy |
166,582
+16,525
| +11% | +$768K | ﹤0.01% | 1979 |
|
2022
Q2 | $7.26M | Buy |
150,057
+13,731
| +10% | +$664K | ﹤0.01% | 2004 |
|
2022
Q1 | $7.16M | Buy |
136,326
+15,098
| +12% | +$793K | ﹤0.01% | 2107 |
|
2021
Q4 | $6.83M | Buy |
121,228
+296
| +0.2% | +$16.7K | ﹤0.01% | 2194 |
|
2021
Q3 | $6.41M | Buy |
120,932
+743
| +0.6% | +$39.4K | ﹤0.01% | 2254 |
|
2021
Q2 | $6.17M | Buy |
120,189
+2,011
| +2% | +$103K | ﹤0.01% | 2240 |
|
2021
Q1 | $6.1M | Buy |
118,178
+5,014
| +4% | +$259K | ﹤0.01% | 2196 |
|
2020
Q4 | $5.07M | Buy |
113,164
+2,117
| +2% | +$94.8K | ﹤0.01% | 2206 |
|
2020
Q3 | $3.41M | Buy |
111,047
+7,928
| +8% | +$243K | ﹤0.01% | 2260 |
|
2020
Q2 | $3.38M | Buy |
103,119
+9,011
| +10% | +$295K | ﹤0.01% | 2210 |
|
2020
Q1 | $3.44M | Buy |
94,108
+1,721
| +2% | +$62.9K | ﹤0.01% | 2022 |
|
2019
Q4 | $4.97M | Buy |
92,387
+2,462
| +3% | +$132K | ﹤0.01% | 2016 |
|
2019
Q3 | $4.35M | Buy |
89,925
+2,736
| +3% | +$132K | ﹤0.01% | 2034 |
|
2019
Q2 | $4.55M | Buy |
87,189
+1,436
| +2% | +$74.9K | ﹤0.01% | 2012 |
|
2019
Q1 | $4.13M | Buy |
85,753
+1,259
| +1% | +$60.6K | ﹤0.01% | 2062 |
|
2018
Q4 | $4.02M | Sell |
84,494
-422
| -0.5% | -$20.1K | ﹤0.01% | 2014 |
|
2018
Q3 | $4.7M | Buy |
84,916
+3,134
| +4% | +$173K | ﹤0.01% | 2078 |
|
2018
Q2 | $4.75M | Buy |
81,782
+3,744
| +5% | +$218K | ﹤0.01% | 2029 |
|
2018
Q1 | $4.2M | Buy |
78,038
+224
| +0.3% | +$12K | ﹤0.01% | 2031 |
|
2017
Q4 | $4.14M | Buy |
77,814
+6,442
| +9% | +$343K | ﹤0.01% | 2019 |
|
2017
Q3 | $4.09M | Buy |
71,372
+3,865
| +6% | +$221K | ﹤0.01% | 1980 |
|
2017
Q2 | $3.48M | Buy |
67,507
+764
| +1% | +$39.4K | ﹤0.01% | 2000 |
|
2017
Q1 | $3.29M | Buy |
66,743
+7,886
| +13% | +$389K | ﹤0.01% | 1987 |
|
2016
Q4 | $3.3M | Buy |
58,857
+2,859
| +5% | +$160K | ﹤0.01% | 1942 |
|
2016
Q3 | $2.25M | Buy |
55,998
+2,340
| +4% | +$94.1K | ﹤0.01% | 2077 |
|
2016
Q2 | $2.04M | Buy |
53,658
+984
| +2% | +$37.3K | ﹤0.01% | 2063 |
|
2016
Q1 | $1.97M | Buy |
52,674
+4,168
| +9% | +$156K | ﹤0.01% | 2051 |
|
2015
Q4 | $1.92M | Buy |
48,506
+1,567
| +3% | +$61.9K | ﹤0.01% | 2104 |
|
2015
Q3 | $1.81M | Buy |
46,939
+4,642
| +11% | +$179K | ﹤0.01% | 2122 |
|
2015
Q2 | $1.67M | Buy |
42,297
+1,394
| +3% | +$55K | ﹤0.01% | 2178 |
|
2015
Q1 | $1.56M | Buy |
40,903
+1,972
| +5% | +$75.4K | ﹤0.01% | 2188 |
|
2014
Q4 | $1.57M | Buy |
38,931
+1,037
| +3% | +$41.7K | ﹤0.01% | 2148 |
|
2014
Q3 | $1.25M | Buy |
37,894
+811
| +2% | +$26.8K | ﹤0.01% | 2201 |
|
2014
Q2 | $1.36M | Sell |
37,083
-256
| -0.7% | -$9.42K | ﹤0.01% | 2185 |
|
2014
Q1 | $1.4M | Buy |
37,339
+960
| +3% | +$36K | ﹤0.01% | 2126 |
|
2013
Q4 | $1.36M | Buy |
36,379
+1,152
| +3% | +$42.9K | ﹤0.01% | 2123 |
|
2013
Q3 | $1.12M | Buy |
35,227
+1,552
| +5% | +$49.3K | ﹤0.01% | 2166 |
|
2013
Q2 | $977K | Buy |
+33,675
| New | +$977K | ﹤0.01% | 2177 |
|