HWAM
SASR
Hennion & Walsh Asset 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 |
-13,700
| Closed | -$383K | – | 956 |
|
|
2025
Q1 | $383K | Sell |
13,700
-144
| -1% | -$4.03K | 0.02% | 707 |
|
|
2024
Q4 | $467K | Sell |
13,844
-5,996
| -30% | -$202K | 0.02% | 639 |
|
|
2024
Q3 | $622K | Sell |
19,840
-1,210
| -6% | -$38K | 0.03% | 565 |
|
|
2024
Q2 | $513K | Buy |
21,050
+5,600
| +36% | +$136K | 0.03% | 583 |
|
|
2024
Q1 | $358K | Buy |
15,450
+2,464
| +19% | +$57.1K | 0.02% | 647 |
|
|
2023
Q4 | $354K | Sell |
12,986
-2,140
| -14% | -$58.3K | 0.02% | 639 |
|
|
2023
Q3 | $324K | Buy |
15,126
+373
| +3% | +$7.99K | 0.02% | 632 |
|
|
2023
Q2 | $335K | Buy |
14,753
+6,048
| +69% | +$137K | 0.02% | 620 |
|
|
2023
Q1 | $226K | Buy |
8,705
+1,079
| +14% | +$28K | 0.01% | 712 |
|
|
2022
Q4 | $269K | Buy |
7,626
+360
| +5% | +$12.7K | 0.02% | 662 |
|
|
2022
Q3 | $256K | Sell |
7,266
-229
| -3% | -$8.07K | 0.02% | 654 |
|
|
2022
Q2 | $293K | Buy |
7,495
+657
| +10% | +$25.7K | 0.02% | 633 |
|
|
2022
Q1 | $307K | Buy |
+6,838
| New | +$307K | 0.02% | 652 |
|
|
2021
Q3 | – | Sell |
-4,606
| Closed | -$203K | – | 769 |
|
|
2021
Q2 | $203K | Sell |
4,606
-61
| -1% | -$2.69K | 0.01% | 706 |
|
|
2021
Q1 | $203K | Buy |
+4,667
| New | +$203K | 0.01% | 669 |
|