Shepherd Financial Partners’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 | $282K | Sell |
9,966
-201
| -2% | -$5.68K | 0.03% | 209 |
|
|
2025
Q1 | $314K | Buy |
10,167
+819
| +9% | +$25.3K | 0.04% | 181 |
|
|
2024
Q4 | $293K | Buy |
9,348
+287
| +3% | +$9K | 0.04% | 183 |
|
|
2024
Q3 | $292K | Buy |
9,061
+1,019
| +13% | +$32.8K | 0.04% | 181 |
|
|
2024
Q2 | $220K | Buy |
8,042
+297
| +4% | +$8.14K | 0.03% | 202 |
|
|
2024
Q1 | $208K | Buy |
7,745
+438
| +6% | +$11.8K | 0.03% | 206 |
|
|
2023
Q4 | $237K | Sell |
7,307
-12,148
| -62% | -$393K | 0.03% | 192 |
|
|
2023
Q3 | $512K | Sell |
19,455
-592
| -3% | -$15.6K | 0.08% | 129 |
|
|
2023
Q2 | $537K | Sell |
20,047
-2,321
| -10% | -$62.2K | 0.08% | 126 |
|
|
2023
Q1 | $775K | Sell |
22,368
-1,248
| -5% | -$43.3K | 0.13% | 102 |
|
|
2022
Q4 | $1.11M | Buy |
23,616
+350
| +2% | +$16.5K | 0.2% | 76 |
|
|
2022
Q3 | $1.08M | Buy |
23,266
+280
| +1% | +$13K | 0.21% | 76 |
|
|
2022
Q2 | $1.11M | Buy |
22,986
+575
| +3% | +$27.8K | 0.22% | 73 |
|
|
2022
Q1 | $1.18M | Buy |
22,411
+118
| +0.5% | +$6.19K | 0.21% | 81 |
|
|
2021
Q4 | $1.25M | Buy |
22,293
+832
| +4% | +$46.8K | 0.22% | 81 |
|
|
2021
Q3 | $1.14M | Buy |
21,461
+295
| +1% | +$15.6K | 0.22% | 80 |
|
|
2021
Q2 | $1.09M | Buy |
21,166
+264
| +1% | +$13.6K | 0.21% | 86 |
|
|
2021
Q1 | $1.08M | Buy |
+20,902
| New | +$1.08M | 0.24% | 81 |
|