Arkadios Wealth Advisors’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 | $740K | Sell |
10,659
-1,867
| -15% | -$128K | 0.01% | 924 |
|
|
2025
Q4 | $788K | Buy |
12,526
+116
| +0.9% | +$6.89K | 0.02% | 811 |
|
|
2025
Q3 | $738K | Buy |
12,410
+292
| +2% | +$17.4K | 0.02% | 770 |
|
|
2025
Q2 | $662K | Sell |
12,118
-1,395
| -10% | -$69.5K | 0.02% | 739 |
|
|
2025
Q1 | $697K | Sell |
13,513
-359
| -3% | -$20K | 0.03% | 586 |
|
|
2024
Q4 | $766K | Sell |
13,872
-66,655
| -83% | -$3.66M | 0.04% | 398 |
|
|
2024
Q3 | $3.75M | Buy |
80,527
+2,172
| +3% | +$99.7K | 0.21% | 106 |
|
|
2024
Q2 | $3.42M | Sell |
78,355
-1,141
| -1% | -$50.8K | 0.23% | 91 |
|
|
2024
Q1 | $4.04M | Buy |
79,496
+1,243
| +2% | +$60.8K | 0.31% | 71 |
|
|
2023
Q4 | $3.97M | Buy |
78,253
+5,197
| +7% | +$225K | 0.34% | 64 |
|
|
2023
Q3 | $2.94M | Buy |
73,056
+24,831
| +51% | +$1.06M | 0.28% | 90 |
|
|
2023
Q2 | $1.82M | Buy |
48,225
+3,269
| +7% | +$121K | 0.21% | 120 |
|
|
2023
Q1 | $1.77M | Buy |
44,956
+5,432
| +14% | +$261K | 0.21% | 125 |
|
|
2022
Q4 | $1.87M | Buy |
39,524
+6,991
| +21% | +$350K | 0.25% | 109 |
|
|
2022
Q3 | $1.47M | Buy |
32,533
+7,506
| +30% | +$347K | 0.22% | 121 |
|
|
2022
Q2 | $1.05M | Buy |
25,027
+8,850
| +55% | +$426K | 0.16% | 167 |
|
|
2022
Q1 | $908K | Buy |
16,177
+9,343
| +137% | +$555K | 0.12% | 199 |
|
|
2021
Q4 | $382K | Buy |
6,834
+2,620
| +62% | +$148K | 0.05% | 390 |
|
|
2021
Q3 | $229K | Buy |
4,214
+800
| +23% | +$39.8K | 0.03% | 472 |
|
|
2021
Q2 | $182K | Buy |
3,414
+2,854
| +510% | +$158K | 0.02% | 557 |
|
|
2021
Q1 | $30K | Buy |
560
+382
| +215% | +$20.3K | ﹤0.01% | 850 |
|
|
2020
Q4 | $7K | Buy |
+178
| New | +$6.43K | ﹤0.01% | 1052 |
|
Other funds holding WBS
VPM
VCM
