Washington Trust Ban shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Washington Trust Ban (WASH) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Washington Trust Ban
Tip: Access up to 7 years of quarterly data
All positions including Washington Trust Ban held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Washington Trust Ban by Shepherd Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $292k | 9.1k | 32.21 |
2024-06-30 | $220k | 8.0k | 27.41 |
2024-03-31 | $208k | 7.7k | 26.88 |
2023-12-31 | $237k | 7.3k | 32.38 |
2023-09-30 | $512k | 20k | 26.33 |
2023-06-30 | $538k | 20k | 26.81 |
2023-03-31 | $775k | 22k | 34.66 |
2022-12-31 | $1.1M | 24k | 47.18 |
2022-09-30 | $1.1M | 23k | 46.46 |
2022-06-30 | $1.1M | 23k | 48.38 |
2022-03-31 | $1.2M | 22k | 52.43 |
2021-12-31 | $1.3M | 22k | 56.21 |
2021-09-30 | $1.1M | 22k | 52.93 |
2021-06-30 | $1.1M | 21k | 51.36 |
2021-03-31 | $1.1M | 21k | 51.62 |
More positions owned by Shepherd Financial Partners
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