Advisory Research’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
47,532
-4,570
| -9% | -$250K | 0.4% | 58 |
|
|
2025
Q1 | $2.69M | Sell |
52,102
-260
| -0.5% | -$13.4K | 0.47% | 51 |
|
|
2024
Q4 | $2.89M | Hold |
52,362
| – | – | 0.48% | 50 |
|
|
2024
Q3 | $2.44M | Sell |
52,362
-2,243
| -4% | -$105K | 0.43% | 53 |
|
|
2024
Q2 | $2.38M | Sell |
54,605
-101
| -0.2% | -$4.4K | 0.45% | 53 |
|
|
2024
Q1 | $2.78M | Buy |
54,706
+1,840
| +3% | +$93.4K | 0.55% | 45 |
|
|
2023
Q4 | $2.68M | Sell |
52,866
-5,517
| -9% | -$280K | 0.41% | 60 |
|
|
2023
Q3 | $2.35M | Sell |
58,383
-275
| -0.5% | -$11.1K | 0.33% | 80 |
|
|
2023
Q2 | $2.21M | Buy |
58,658
+2,451
| +4% | +$92.5K | 0.28% | 94 |
|
|
2023
Q1 | $2.22M | Sell |
56,207
-1,074
| -2% | -$42.3K | 0.36% | 74 |
|
|
2022
Q4 | $2.71M | Sell |
57,281
-2,219
| -4% | -$105K | 0.26% | 63 |
|
|
2022
Q3 | $2.69M | Sell |
59,500
-554
| -0.9% | -$25K | 0.26% | 71 |
|
|
2022
Q2 | $2.53M | Sell |
60,054
-9,500
| -14% | -$400K | 0.25% | 73 |
|
|
2022
Q1 | $3.9M | Buy |
+69,554
| New | +$3.9M | 0.31% | 58 |
|