Allworth Financial’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 | $68.5K | Buy |
1,254
+313
| +33% | +$17.1K | ﹤0.01% | 1746 |
|
|
2025
Q1 | $45.1K | Buy |
941
+286
| +44% | +$13.7K | ﹤0.01% | 1596 |
|
|
2024
Q4 | $38.8K | Buy |
655
+43
| +7% | +$2.55K | ﹤0.01% | 1700 |
|
|
2024
Q3 | $28.5K | Buy |
612
+16
| +3% | +$746 | ﹤0.01% | 1687 |
|
|
2024
Q2 | $28.5K | Buy |
596
+15
| +3% | +$717 | ﹤0.01% | 1654 |
|
|
2024
Q1 | $29.5K | Buy |
581
+4
| +0.7% | +$203 | ﹤0.01% | 1547 |
|
|
2023
Q4 | $29.3K | Buy |
577
+27
| +5% | +$1.37K | ﹤0.01% | 1424 |
|
|
2023
Q3 | $22.2K | Buy |
550
+111
| +25% | +$4.48K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $16.6K | Buy |
439
+396
| +921% | +$15K | ﹤0.01% | 1659 |
|
|
2023
Q1 | $1.7K | Sell |
43
-424
| -91% | -$16.7K | ﹤0.01% | 2474 |
|
|
2022
Q4 | $22.1K | Buy |
467
+36
| +8% | +$1.7K | ﹤0.01% | 1316 |
|
|
2022
Q3 | $19K | Buy |
431
+420
| +3,818% | +$18.5K | ﹤0.01% | 1326 |
|
|
2022
Q2 | $0 | Sell |
11
-246
| -96% | – | ﹤0.01% | 2857 |
|
|
2022
Q1 | $14K | Buy |
257
+19
| +8% | +$1.04K | ﹤0.01% | 1387 |
|
|
2021
Q4 | $13K | Hold |
238
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q3 | $13K | Buy |
+238
| New | +$13K | ﹤0.01% | 1202 |
|