Connecticut Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$221K	Buy	+6,615	New	+$218K	0.01%	316
2025 Q2	–	Sell	-6,615	Closed	-$204K	–	320
2025 Q1	$204K	Hold	6,615	–	–	0.01%	296
2024 Q4	$207K	Hold	6,615	–	–	0.01%	260
2024 Q3	$213K	Buy	+6,615	New	+$202K	0.01%	310
2024 Q1	–	Sell	-6,615	Closed	-$214K	–	333
2023 Q4	$214K	Sell	6,615 -1,428	-18%	-$38.9K	0.01%	306
2023 Q3	$212K	Hold	8,043	–	–	0.01%	280
2023 Q2	$216K	Sell	8,043 -11	-0.1%	-$308	0.02%	244
2023 Q1	$279K	Hold	8,054	–	–	0.02%	205
2022 Q4	$380K	Buy	8,054 +1,439	+22%	+$69.2K	0.03%	136
2022 Q3	$307K	Hold	6,615	–	–	0.03%	144
2022 Q2	$320K	Hold	6,615	–	–	0.03%	142
2022 Q1	$347K	Hold	6,615	–	–	0.03%	142
2021 Q4	$373K	Hold	6,615	–	–	0.03%	140
2021 Q3	$350K	Hold	6,615	–	–	0.03%	142
2021 Q2	$340K	Hold	6,615	–	–	0.03%	138
2021 Q1	$342K	Hold	6,615	–	–	0.03%	120
2020 Q4	$296K	Hold	6,615	–	–	0.03%	153
2020 Q3	$203K	Hold	6,615	–	–	0.02%	196
2020 Q2	$217K	Hold	6,615	–	–	0.03%	135
2020 Q1	$242K	Buy	6,615 +63	+1%	+$2.85K	0.04%	129
2019 Q4	$352K	Buy	+6,552	New	+$337K	0.04%	127