Kestra Private Wealth Services’s Washington Trust Bancorp WASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
36,359
+187
| +0.5% | +$5.29K | 0.01% | 736 |
|
|
2025
Q1 | $1.12M | Buy |
36,172
+157
| +0.4% | +$4.85K | 0.02% | 643 |
|
|
2024
Q4 | $1.13M | Buy |
36,015
+544
| +2% | +$17.1K | 0.02% | 605 |
|
|
2024
Q3 | $1.14M | Buy |
35,471
+1,042
| +3% | +$33.6K | 0.02% | 576 |
|
|
2024
Q2 | $944K | Buy |
34,429
+1,726
| +5% | +$47.3K | 0.02% | 593 |
|
|
2024
Q1 | $879K | Buy |
32,703
+3,252
| +11% | +$87.4K | 0.02% | 591 |
|
|
2023
Q4 | $954K | Buy |
29,451
+1,477
| +5% | +$47.8K | 0.02% | 541 |
|
|
2023
Q3 | $737K | Buy |
27,974
+7,562
| +37% | +$199K | 0.02% | 544 |
|
|
2023
Q2 | $547K | Buy |
+20,412
| New | +$547K | 0.02% | 607 |
|