Addison Capital’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,183
| Closed | -$270K | – | 147 |
|
|
2024
Q2 | $270K | Hold |
6,183
| – | – | 0.12% | 120 |
|
|
2024
Q1 | $314K | Hold |
6,183
| – | – | 0.16% | 103 |
|
|
2023
Q4 | $314K | Hold |
6,183
| – | – | 0.19% | 84 |
|
|
2023
Q3 | $249K | Hold |
6,183
| – | – | 0.19% | 84 |
|
|
2023
Q2 | $233K | Hold |
6,183
| – | – | 0.17% | 90 |
|
|
2023
Q1 | $244K | Hold |
6,183
| – | – | 0.18% | 93 |
|
|
2022
Q4 | $293K | Hold |
6,183
| – | – | 0.18% | 96 |
|
|
2022
Q3 | $279K | Hold |
6,183
| – | – | 0.17% | 103 |
|
|
2022
Q2 | $261K | Hold |
6,183
| – | – | 0.15% | 107 |
|
|
2022
Q1 | $347K | Buy |
+6,183
| New | +$347K | 0.17% | 105 |
|