A detailed history of Creative Planning transactions in Washington Trust Bancorp Inc stock. As of the latest transaction made, Creative Planning holds 64,032 shares of WASH stock, worth $2.45 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
64,032
Previous 50,306 27.29%
Holding current value
$2.45 Million
Previous $1.38 Million 49.64%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$25.83 - $34.26 $354,542 - $470,252
13,726 Added 27.29%
64,032 $2.06 Million
Q2 2024

Aug 15, 2024

BUY
$24.23 - $27.77 $235,224 - $269,591
9,708 Added 23.91%
50,306 $1.38 Million
Q1 2024

May 10, 2024

BUY
$24.53 - $32.09 $238,088 - $311,465
9,706 Added 31.42%
40,598 $1.09 Million
Q4 2023

Feb 14, 2024

BUY
$21.78 - $33.64 $322,975 - $498,847
14,829 Added 92.32%
30,892 $1 Million
Q3 2023

Nov 16, 2023

BUY
$26.11 - $32.07 $121,359 - $149,061
4,648 Added 40.72%
16,063 $422,000
Q2 2023

Jul 21, 2023

BUY
$22.59 - $34.41 $60,880 - $92,734
2,695 Added 30.91%
11,415 $306,000
Q1 2023

May 15, 2023

BUY
$34.66 - $48.32 $302,235 - $421,350
8,720 New
8,720 $302,000

Others Institutions Holding WASH

About WASHINGTON TRUST BANCORP INC


  • Ticker WASH
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 17,171,000
  • Market Cap $658M
  • Description
  • Washington Trust Bancorp, Inc. operates as the bank holding company for The Washington Trust Company, of Westerly that offers various banking and financial services to individuals and businesses. The company operates in two segments, Commercial Banking and Wealth Management Services. The Commercial Banking segment provides various commercial and...
More about WASH
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.