EFS
Essex Financial Services’s Washington Trust Bancorp WASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,524
| Closed | -$232K | – | 708 |
|
|
2025
Q1 | $232K | Buy |
7,524
+158
| +2% | +$4.88K | 0.02% | 559 |
|
|
2024
Q4 | $231K | Buy |
7,366
+726
| +11% | +$22.8K | 0.02% | 566 |
|
|
2024
Q3 | $229K | Buy |
+6,640
| New | +$229K | 0.02% | 563 |
|
|
2023
Q1 | – | Sell |
-4,542
| Closed | -$214K | – | 508 |
|
|
2022
Q4 | $214K | Buy |
4,542
+45
| +1% | +$2.12K | 0.02% | 444 |
|
|
2022
Q3 | $209K | Buy |
4,497
+43
| +1% | +$2K | 0.02% | 429 |
|
|
2022
Q2 | $215K | Sell |
4,454
-159
| -3% | -$7.68K | 0.02% | 442 |
|
|
2022
Q1 | $242K | Buy |
4,613
+235
| +5% | +$12.3K | 0.02% | 423 |
|
|
2021
Q4 | $247K | Buy |
4,378
+37
| +0.9% | +$2.09K | 0.02% | 412 |
|
|
2021
Q3 | $230K | Buy |
4,341
+76
| +2% | +$4.03K | 0.03% | 409 |
|
|
2021
Q2 | $220K | Hold |
4,265
| – | – | 0.03% | 412 |
|
|
2021
Q1 | $220K | Buy |
+4,265
| New | +$220K | 0.04% | 323 |
|
|
2019
Q2 | – | Sell |
-7,002
| Closed | -$337K | – | 252 |
|
|
2019
Q1 | $337K | Sell |
7,002
-1,680
| -19% | -$80.9K | 0.1% | 163 |
|
|
2018
Q4 | $413K | Sell |
8,682
-4,389
| -34% | -$209K | 0.13% | 147 |
|
|
2018
Q3 | $723K | Buy |
13,071
+12
| +0.1% | +$664 | 0.16% | 122 |
|
|
2018
Q2 | $759K | Buy |
13,059
+12
| +0.1% | +$697 | 0.18% | 115 |
|
|
2018
Q1 | $701K | Sell |
13,047
-668
| -5% | -$35.9K | 0.14% | 161 |
|
|
2017
Q4 | $730K | Sell |
13,715
-2,008
| -13% | -$107K | 0.17% | 117 |
|
|
2017
Q3 | $900K | Buy |
15,723
+11
| +0.1% | +$630 | 0.22% | 95 |
|
|
2017
Q2 | $810K | Buy |
15,712
+15
| +0.1% | +$773 | 0.17% | 133 |
|
|
2017
Q1 | $774K | Buy |
15,697
+1,710
| +12% | +$84.3K | 0.18% | 127 |
|
|
2016
Q4 | $784K | Buy |
13,987
+436
| +3% | +$24.4K | 0.17% | 130 |
|
|
2016
Q3 | $545K | Buy |
13,551
+23
| +0.2% | +$925 | 0.13% | 152 |
|
|
2016
Q2 | $513K | Buy |
13,528
+705
| +5% | +$26.7K | 0.12% | 159 |
|
|
2016
Q1 | $479K | Buy |
12,823
+23
| +0.2% | +$859 | 0.12% | 174 |
|
|
2015
Q4 | $506K | Buy |
12,800
+21
| +0.2% | +$830 | 0.12% | 175 |
|
|
2015
Q3 | $491K | Buy |
12,779
+701
| +6% | +$26.9K | 0.13% | 170 |
|
|
2015
Q2 | $477K | Sell |
12,078
-1,279
| -10% | -$50.5K | 0.12% | 186 |
|
|
2015
Q1 | $510K | Buy |
13,357
+20
| +0.1% | +$764 | 0.13% | 180 |
|
|
2014
Q4 | $536K | Buy |
13,337
+22
| +0.2% | +$884 | 0.14% | 166 |
|
|
2014
Q3 | $439K | Buy |
13,315
+18
| +0.1% | +$593 | 0.13% | 177 |
|
|
2014
Q2 | $489K | Buy |
13,297
+2,619
| +25% | +$96.3K | 0.15% | 166 |
|
|
2014
Q1 | $400K | Buy |
10,678
+17
| +0.2% | +$637 | 0.13% | 176 |
|
|
2013
Q4 | $397K | Buy |
10,661
+19
| +0.2% | +$708 | 0.13% | 162 |
|
|
2013
Q3 | $334 | Sell |
10,642
-165
| -2% | -$5 | 0.1% | 180 |
|
|
2013
Q2 | $308K | Buy |
+10,807
| New | +$308K | 0.11% | 187 |
|