Wealth Enhancement Advisory Services
SASR

Wealth Enhancement Advisory Services’s Sandy Spring Bancorp Inc SASR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,573
Closed -$743K 3468
2025
Q1
$743K Buy
26,573
+221
+0.8% +$6.18K ﹤0.01% 1770
2024
Q4
$888K Buy
26,352
+287
+1% +$9.68K ﹤0.01% 1603
2024
Q3
$818K Buy
26,065
+609
+2% +$19.1K ﹤0.01% 1498
2024
Q2
$620K Buy
25,456
+723
+3% +$17.6K ﹤0.01% 1507
2024
Q1
$573K Buy
24,733
+459
+2% +$10.6K ﹤0.01% 1498
2023
Q4
$661K Sell
24,274
-631
-3% -$17.2K ﹤0.01% 1345
2023
Q3
$534K Buy
+24,905
New +$534K ﹤0.01% 1389