Advisors Asset Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $484K | Sell |
6,972
-28
| -0.4% | -$1.92K | 0.01% | 976 |
|
|
2025
Q4 | $441K | Sell |
7,000
-59
| -0.8% | -$3.5K | 0.01% | 991 |
|
|
2025
Q3 | $420K | Sell |
7,059
-122
| -2% | -$7.27K | 0.01% | 1004 |
|
|
2025
Q2 | $392K | Buy |
7,181
+1,924
| +37% | +$95.9K | 0.01% | 994 |
|
|
2025
Q1 | $271K | Buy |
5,257
+1,685
| +47% | +$93.8K | 0.01% | 1062 |
|
|
2024
Q4 | $197K | Buy |
+3,572
| New | +$196K | ﹤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% | -$7.36K | ﹤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% | -$7.45K | ﹤0.01% | 1558 |
|
|
2015
Q2 | $103K | Sell |
2,600
-100
| -4% | -$3.77K | ﹤0.01% | 1542 |
|
|
2015
Q1 | $100K | Buy |
2,700
+200
| +8% | +$6.72K | ﹤0.01% | 1523 |
|
|
2014
Q4 | $81K | Sell |
2,500
-100
| -4% | -$3.09K | ﹤0.01% | 1556 |
|
|
2014
Q3 | $76K | Sell |
2,600
-100
| -4% | -$2.97K | ﹤0.01% | 1522 |
|
|
2014
Q2 | $85K | Sell |
2,700
-100
| -4% | -$3.05K | ﹤0.01% | 1517 |
|
|
2014
Q1 | $87K | Hold |
2,800
| – | – | ﹤0.01% | 1472 |
|
|
2013
Q4 | $87K | Buy |
2,800
+200
| +8% | +$5.68K | ﹤0.01% | 1456 |
|
|
2013
Q3 | $66K | Hold |
2,600
| – | – | ﹤0.01% | 1513 |
|
|
2013
Q2 | $67K | Buy |
+2,600
| New | +$61.3K | ﹤0.01% | 1442 |
|
Other funds holding WBS
VPM
VCM
