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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

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All positions including Washington Trust Ban held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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