EWM
SASR
Evermay Wealth Management’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,572
| Closed | -$351K | – | 609 |
|
|
2025
Q1 | $351K | Hold |
12,572
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $424K | Buy |
12,572
+11,672
| +1,297% | +$393K | 0.06% | 132 |
|
|
2024
Q3 | $28.2K | Sell |
900
-5,339
| -86% | -$167K | ﹤0.01% | 375 |
|
|
2024
Q2 | $152K | Hold |
6,239
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $145K | Hold |
6,239
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $170K | Buy |
6,239
+4,524
| +264% | +$123K | 0.03% | 192 |
|
|
2023
Q3 | $36.8K | Hold |
1,715
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $38.9K | Hold |
1,715
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $44.6K | Sell |
1,715
-697
| -29% | -$18.1K | 0.01% | 311 |
|
|
2022
Q4 | $85K | Buy |
2,412
+1,715
| +246% | +$60.4K | 0.02% | 239 |
|
|
2022
Q3 | $25K | Hold |
697
| – | – | 0.01% | 331 |
|
|
2022
Q2 | $27K | Sell |
697
-28,884
| -98% | -$1.12M | 0.01% | 324 |
|
|
2022
Q1 | $1.33M | Sell |
29,581
-2,288
| -7% | -$103K | 0.22% | 50 |
|
|
2021
Q4 | $1.53M | Sell |
31,869
-145
| -0.5% | -$6.97K | 0.27% | 34 |
|
|
2021
Q3 | $1.47M | Buy |
32,014
+697
| +2% | +$31.9K | 0.28% | 32 |
|
|
2021
Q2 | $1.38M | Hold |
31,317
| – | – | 0.26% | 37 |
|
|
2021
Q1 | $1.36M | Sell |
31,317
-3,401
| -10% | -$148K | 0.27% | 36 |
|
|
2020
Q4 | $1.12M | Hold |
34,718
| – | – | 0.25% | 40 |
|
|
2020
Q3 | $801K | Hold |
34,718
| – | – | 0.2% | 54 |
|
|
2020
Q2 | $860K | Sell |
34,718
-10,000
| -22% | -$248K | 0.23% | 47 |
|
|
2020
Q1 | $1.01M | Sell |
44,718
-8,078
| -15% | -$183K | 0.31% | 36 |
|
|
2019
Q4 | $2M | Sell |
52,796
-9,511
| -15% | -$360K | 0.49% | 23 |
|
|
2019
Q3 | $2.1M | Sell |
62,307
-1,625
| -3% | -$54.8K | 0.57% | 20 |
|
|
2019
Q2 | $2.23M | Sell |
63,932
-7,200
| -10% | -$251K | 0.62% | 19 |
|
|
2019
Q1 | $2.23M | Hold |
71,132
| – | – | 0.63% | 18 |
|
|
2018
Q4 | $2.23M | Sell |
71,132
-1,045
| -1% | -$32.7K | 0.72% | 17 |
|
|
2018
Q3 | $2.84M | Hold |
72,177
| – | – | 0.89% | 15 |
|
|
2018
Q2 | $2.96M | Buy |
72,177
+32,569
| +82% | +$1.34M | 0.99% | 13 |
|
|
2018
Q1 | $1.54M | Buy |
+39,608
| New | +$1.54M | 0.53% | 23 |
|