Washington Trust Bank’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Sell |
1,865
-33
| -2% | -$17.4K | 0.08% | 110 |
|
|
2025
Q1 | $964K | Buy |
1,898
+17
| +0.9% | +$8.64K | 0.1% | 102 |
|
|
2024
Q4 | $937K | Buy |
1,881
+1,426
| +313% | +$710K | 0.09% | 104 |
|
|
2024
Q3 | $235K | Sell |
455
-21
| -4% | -$10.8K | 0.02% | 195 |
|
|
2024
Q2 | $212K | Sell |
476
-43
| -8% | -$19.2K | 0.02% | 198 |
|
|
2024
Q1 | $221K | Buy |
+519
| New | +$221K | 0.02% | 210 |
|
|
2019
Q2 | – | Sell |
-327
| Closed | -$69K | – | 494 |
|
|
2019
Q1 | $69K | Sell |
327
-1,126
| -77% | -$238K | 0.01% | 309 |
|
|
2018
Q4 | $247K | Sell |
1,453
-78
| -5% | -$13.3K | 0.03% | 193 |
|
|
2018
Q3 | $299K | Sell |
1,531
-73
| -5% | -$14.3K | 0.04% | 180 |
|
|
2018
Q2 | $327K | Sell |
1,604
-43
| -3% | -$8.77K | 0.05% | 176 |
|
|
2018
Q1 | $315K | Sell |
1,647
-153
| -9% | -$29.3K | 0.05% | 177 |
|
|
2017
Q4 | $305K | Hold |
1,800
| – | – | 0.04% | 185 |
|
|
2017
Q3 | $281K | Hold |
1,800
| – | – | 0.04% | 179 |
|
|
2017
Q2 | $263K | Hold |
1,800
| – | – | 0.06% | 175 |
|
|
2017
Q1 | $235K | Sell |
1,800
-20
| -1% | -$2.61K | 0.05% | 187 |
|
|
2016
Q4 | $196K | Sell |
1,820
-14
| -0.8% | -$1.51K | 0.04% | 196 |
|
|
2016
Q3 | $232K | Buy |
+1,834
| New | +$232K | 0.06% | 169 |
|