Shepherd Financial Partners’s Washington Trust Bancorp WASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $272K | Sell |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $314K | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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