Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $26K | Buy |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $12K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Buy |
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