KWM
SASR
Kingsview 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 |
-13,000
| Closed | -$363K | – | 1237 |
|
|
2025
Q1 | $363K | Hold |
13,000
| – | – | 0.01% | 826 |
|
|
2024
Q4 | $438K | Hold |
13,000
| – | – | 0.01% | 788 |
|
|
2024
Q3 | $408K | Sell |
13,000
-5,270
| -29% | -$165K | 0.01% | 779 |
|
|
2024
Q2 | $445K | Sell |
18,270
-50
| -0.3% | -$1.22K | 0.01% | 722 |
|
|
2024
Q1 | $425K | Hold |
18,320
| – | – | 0.01% | 712 |
|
|
2023
Q4 | $499K | Hold |
18,320
| – | – | 0.01% | 635 |
|
|
2023
Q3 | $393K | Hold |
18,320
| – | – | 0.01% | 687 |
|
|
2023
Q2 | $415K | Hold |
18,320
| – | – | 0.02% | 642 |
|
|
2023
Q1 | $476K | Buy |
18,320
+50
| +0.3% | +$1.3K | 0.02% | 589 |
|
|
2022
Q4 | $644K | Buy |
+18,270
| New | +$644K | 0.03% | 444 |
|