Advisors Asset Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
7,181
+1,924
| +37% | +$105K | 0.01% | 994 |
|
|
2025
Q1 | $271K | Buy |
5,257
+1,685
| +47% | +$86.9K | 0.01% | 1062 |
|
|
2024
Q4 | $197K | Buy |
+3,572
| New | +$197K | ﹤0.01% | 1122 |
|
|
2017
Q1 | – | Sell |
-2,200
| Closed | -$119K | – | 1765 |
|
|
2016
Q4 | $119K | Hold |
2,200
| – | – | ﹤0.01% | 1479 |
|
|
2016
Q3 | $84K | Sell |
2,200
-200
| -8% | -$7.64K | ﹤0.01% | 1557 |
|
|
2016
Q2 | $81K | Hold |
2,400
| – | – | ﹤0.01% | 1559 |
|
|
2016
Q1 | $86K | Hold |
2,400
| – | – | ﹤0.01% | 1490 |
|
|
2015
Q4 | $89K | Hold |
2,400
| – | – | ﹤0.01% | 1585 |
|
|
2015
Q3 | $86K | Sell |
2,400
-200
| -8% | -$7.17K | ﹤0.01% | 1558 |
|
|
2015
Q2 | $103K | Sell |
2,600
-100
| -4% | -$3.96K | ﹤0.01% | 1542 |
|
|
2015
Q1 | $100K | Buy |
2,700
+200
| +8% | +$7.41K | ﹤0.01% | 1523 |
|
|
2014
Q4 | $81K | Sell |
2,500
-100
| -4% | -$3.24K | ﹤0.01% | 1556 |
|
|
2014
Q3 | $76K | Sell |
2,600
-100
| -4% | -$2.92K | ﹤0.01% | 1522 |
|
|
2014
Q2 | $85K | Sell |
2,700
-100
| -4% | -$3.15K | ﹤0.01% | 1517 |
|
|
2014
Q1 | $87K | Hold |
2,800
| – | – | ﹤0.01% | 1472 |
|
|
2013
Q4 | $87K | Buy |
2,800
+200
| +8% | +$6.21K | ﹤0.01% | 1456 |
|
|
2013
Q3 | $66K | Hold |
2,600
| – | – | ﹤0.01% | 1513 |
|
|
2013
Q2 | $67K | Buy |
+2,600
| New | +$67K | ﹤0.01% | 1442 |
|