Advisory Research’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.83M | Hold |
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|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.89M | Hold |
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|
2024
Q3 | $2.44M | Sell |
|
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $2.78M | Buy |
|
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.21M | Buy |
|
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $2.53M | Sell |
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|
2022
Q1 | $3.9M | Buy |
|