A detailed history of Ep Wealth Advisors, LLC transactions in Washington Trust Bancorp Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,987 shares of WASH stock, worth $268,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,987
Previous 7,987 -0.0%
Holding current value
$268,283
Previous $218,000 17.89%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

SELL
$24.23 - $27.77 $145 - $166
-6 Reduced 0.08%
7,987 $218,000
Q1 2024

May 14, 2024

BUY
$24.53 - $32.09 $147 - $192
6 Added 0.08%
7,993 $214,000
Q4 2023

Feb 28, 2024

BUY
$21.78 - $33.64 $173,956 - $268,682
7,987 New
7,987 $258,000
Q2 2023

Aug 14, 2023

BUY
$22.59 - $34.41 $6.96 Million - $10.6 Million
308,217 New
308,217 $8.26 Million

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 $577M
  • 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
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