Sanders Morris Harris’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 | – | Sell |
-7,000
| Closed | -$216K | – | 298 |
|
|
2025
Q1 | $216K | Buy |
+7,000
| New | +$216K | 0.03% | 247 |
|
|
2024
Q4 | – | Sell |
-6,400
| Closed | -$206K | – | 319 |
|
|
2024
Q3 | $206K | Buy |
+6,400
| New | +$206K | 0.03% | 255 |
|
|
2023
Q1 | – | Sell |
-4,885
| Closed | -$230K | – | 246 |
|
|
2022
Q4 | $230K | Hold |
4,885
| – | – | 0.09% | 174 |
|
|
2022
Q3 | $227K | Hold |
4,885
| – | – | 0.06% | 236 |
|
|
2022
Q2 | $236K | Buy |
4,885
+200
| +4% | +$9.66K | 0.05% | 237 |
|
|
2022
Q1 | $246K | Hold |
4,685
| – | – | 0.05% | 245 |
|
|
2021
Q4 | $264K | Hold |
4,685
| – | – | 0.05% | 250 |
|
|
2021
Q3 | $248K | Hold |
4,685
| – | – | 0.05% | 257 |
|
|
2021
Q2 | $241K | Hold |
4,685
| – | – | 0.05% | 269 |
|
|
2021
Q1 | $242K | Hold |
4,685
| – | – | 0.05% | 251 |
|
|
2020
Q4 | $210K | Buy |
+4,685
| New | +$210K | 0.05% | 251 |
|