LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Washington Trust Bancorp WASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-539
| Closed | -$14.9K | – | 568 |
|
|
2025
Q1 | $14.9K | Hold |
539
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $17.7K | Hold |
539
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $18.8K | Hold |
539
| – | – | ﹤0.01% | 463 |
|
|
2024
Q2 | $16.8K | Hold |
539
| – | – | ﹤0.01% | 462 |
|
|
2024
Q1 | $13.9K | Hold |
539
| – | – | ﹤0.01% | 480 |
|
|
2023
Q4 | $15K | Sell |
539
-200
| -27% | -$5.56K | ﹤0.01% | 477 |
|
|
2023
Q3 | $18.2K | Sell |
739
-180
| -20% | -$4.43K | ﹤0.01% | 490 |
|
|
2023
Q2 | $24.6K | Hold |
919
| – | – | ﹤0.01% | 485 |
|
|
2023
Q1 | $31.9K | Hold |
919
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $43.4K | Hold |
919
| – | – | ﹤0.01% | 417 |
|
|
2022
Q3 | $43K | Hold |
919
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $44K | Hold |
919
| – | – | ﹤0.01% | 444 |
|
|
2022
Q1 | $48K | Sell |
919
-170
| -16% | -$8.88K | ﹤0.01% | 447 |
|
|
2021
Q4 | $61K | Hold |
1,089
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $58K | Hold |
1,089
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $56K | Buy |
+1,089
| New | +$56K | ﹤0.01% | 466 |
|
|
2021
Q1 | – | Sell |
-1,089
| Closed | -$49K | – | 707 |
|
|
2020
Q4 | $49K | Hold |
1,089
| – | – | ﹤0.01% | 434 |
|
|
2020
Q3 | $33K | Hold |
1,089
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $36K | Hold |
1,089
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $40K | Hold |
1,089
| – | – | ﹤0.01% | 403 |
|
|
2019
Q4 | $59K | Hold |
1,089
| – | – | ﹤0.01% | 403 |
|
|
2019
Q3 | $53K | Hold |
1,089
| – | – | ﹤0.01% | 403 |
|
|
2019
Q2 | $57K | Hold |
1,089
| – | – | ﹤0.01% | 393 |
|
|
2019
Q1 | $52K | Hold |
1,089
| – | – | ﹤0.01% | 402 |
|
|
2018
Q4 | $52K | Hold |
1,089
| – | – | ﹤0.01% | 407 |
|
|
2018
Q3 | $60K | Hold |
1,089
| – | – | ﹤0.01% | 408 |
|
|
2018
Q2 | $63K | Buy |
1,089
+889
| +445% | +$51.4K | ﹤0.01% | 405 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 580 |
|
|
2017
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 567 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 558 |
|
|
2017
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 542 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 551 |
|
|
2016
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 528 |
|
|
2016
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 556 |
|
|
2016
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 563 |
|
|
2016
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 559 |
|
|
2015
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 576 |
|
|
2015
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 561 |
|
|
2015
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 561 |
|
|
2015
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 576 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
|
2014
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 559 |
|
|
2014
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 578 |
|
|
2014
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 563 |
|
|
2013
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 543 |
|
|
2013
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 514 |
|
|
2013
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 561 |
|