EP Wealth Advisors’s Washington Trust Bancorp WASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
15,675
-120
| -0.8% | -$3.39K | ﹤0.01% | 829 |
|
|
2025
Q1 | $487K | Buy |
15,795
+7,808
| +98% | +$241K | ﹤0.01% | 715 |
|
|
2024
Q4 | $250K | Hold |
7,987
| – | – | ﹤0.01% | 952 |
|
|
2024
Q3 | $257K | Hold |
7,987
| – | – | ﹤0.01% | 927 |
|
|
2024
Q2 | $219K | Sell |
7,987
-6
| -0.1% | -$164 | ﹤0.01% | 737 |
|
|
2024
Q1 | $215K | Buy |
7,993
+6
| +0.1% | +$161 | ﹤0.01% | 716 |
|
|
2023
Q4 | $259K | Buy |
+7,987
| New | +$259K | ﹤0.01% | 663 |
|
|
2023
Q3 | – | Sell |
-308,217
| Closed | -$214K | – | 779 |
|
|
2023
Q2 | $214K | Buy |
+308,217
| New | +$214K | ﹤0.01% | 643 |
|