Creative Planning’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 | $1.25M | Sell |
44,225
-21,616
| -33% | -$611K | ﹤0.01% | 1667 |
|
|
2025
Q1 | $2.03M | Buy |
65,841
+1,486
| +2% | +$45.9K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $2.02M | Buy |
64,355
+323
| +0.5% | +$10.1K | ﹤0.01% | 1126 |
|
|
2024
Q3 | $2.06M | Buy |
64,032
+13,726
| +27% | +$442K | ﹤0.01% | 1041 |
|
|
2024
Q2 | $1.38M | Buy |
50,306
+9,708
| +24% | +$266K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $1.09M | Buy |
40,598
+9,706
| +31% | +$261K | ﹤0.01% | 1279 |
|
|
2023
Q4 | $1M | Buy |
30,892
+14,829
| +92% | +$480K | ﹤0.01% | 1226 |
|
|
2023
Q3 | $423K | Buy |
16,063
+4,648
| +41% | +$122K | ﹤0.01% | 1668 |
|
|
2023
Q2 | $306K | Buy |
11,415
+2,695
| +31% | +$72.3K | ﹤0.01% | 1894 |
|
|
2023
Q1 | $302K | Buy |
+8,720
| New | +$302K | ﹤0.01% | 1811 |
|
|
2017
Q3 | – | Sell |
-507
| Closed | -$26K | – | 3585 |
|
|
2017
Q2 | $26K | Buy |
507
+300
| +145% | +$15.4K | ﹤0.01% | 2973 |
|
|
2017
Q1 | $10K | Hold |
207
| – | – | ﹤0.01% | 3564 |
|
|
2016
Q4 | $12K | Hold |
207
| – | – | ﹤0.01% | 3388 |
|
|
2016
Q3 | $8K | Hold |
207
| – | – | ﹤0.01% | 3597 |
|
|
2016
Q2 | $8K | Hold |
207
| – | – | ﹤0.01% | 3350 |
|
|
2016
Q1 | $8K | Hold |
207
| – | – | ﹤0.01% | 3308 |
|
|
2015
Q4 | $8K | Hold |
207
| – | – | ﹤0.01% | 3389 |
|
|
2015
Q3 | $8K | Buy |
+207
| New | +$8K | ﹤0.01% | 3331 |
|
|
2015
Q2 | – | Sell |
-207
| Closed | -$8K | – | 2867 |
|
|
2015
Q1 | $8K | Buy |
+207
| New | +$8K | ﹤0.01% | 3284 |
|