AssetMark Inc’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
Q2 | $120K | Sell |
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|
2025
Q1 | $116K | Sell |
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|
2024
Q4 | $138K | Sell |
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|
2024
Q3 | $122K | Buy |
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|
2024
Q2 | $104K | Buy |
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|
2024
Q1 | $114K | Sell |
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|
2023
Q4 | $122K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $173K | Buy |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $107K | Buy |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $67K | Buy |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $48K | Sell |
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|
2019
Q3 | $43K | Buy |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $43K | Sell |
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|
2018
Q4 | $43K | Sell |
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|
2018
Q3 | $61K | Sell |
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|
2018
Q2 | $66K | Buy |
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|
2018
Q1 | $57K | Sell |
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|
2017
Q4 | $57K | Sell |
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|
2017
Q3 | $55K | Buy |
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|
2017
Q2 | $54K | Buy |
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|
2017
Q1 | $50K | Buy |
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|
2016
Q4 | $54K | Sell |
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|
2016
Q3 | $39K | Sell |
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|
2016
Q2 | $35K | Hold |
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|
2016
Q1 | $37K | Buy |
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|
2015
Q4 | $32K | Buy |
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