Connecticut Wealth Management’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 | – | 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 | +$213K | 0.01% | 310 |
|
|
2024
Q1 | – | Sell |
-6,615
| Closed | -$214K | – | 333 |
|
|
2023
Q4 | $214K | Sell |
6,615
-1,428
| -18% | -$46.2K | 0.01% | 306 |
|
|
2023
Q3 | $212K | Hold |
8,043
| – | – | 0.01% | 280 |
|
|
2023
Q2 | $216K | Sell |
8,043
-11
| -0.1% | -$295 | 0.02% | 244 |
|
|
2023
Q1 | $279K | Hold |
8,054
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $380K | Buy |
8,054
+1,439
| +22% | +$67.9K | 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% | 141 |
|
|
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% | +$2.31K | 0.04% | 129 |
|
|
2019
Q4 | $352K | Buy |
+6,552
| New | +$352K | 0.04% | 127 |
|