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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.3K | Sell |
739
-1,901
| -72% | -$130K | ﹤0.01% | 1741 |
|
|
2025
Q4 | $166K | Buy |
2,640
+289
| +12% | +$17.2K | ﹤0.01% | 1344 |
|
|
2025
Q3 | $140K | Buy |
2,351
+145
| +7% | +$8.64K | ﹤0.01% | 1346 |
|
|
2025
Q2 | $120K | Sell |
2,206
-49
| -2% | -$2.44K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $116K | Sell |
2,255
-244
| -10% | -$13.6K | ﹤0.01% | 1244 |
|
|
2024
Q4 | $138K | Sell |
2,499
-112
| -4% | -$6.15K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $122K | Buy |
2,611
+222
| +9% | +$10.2K | ﹤0.01% | 1114 |
|
|
2024
Q2 | $104K | Buy |
2,389
+136
| +6% | +$6.06K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $114K | Sell |
2,253
-143
| -6% | -$6.99K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $122K | Sell |
2,396
-2,908
| -55% | -$126K | ﹤0.01% | 1001 |
|
|
2023
Q3 | $214K | Buy |
5,304
+716
| +16% | +$30.4K | ﹤0.01% | 861 |
|
|
2023
Q2 | $173K | Buy |
4,588
+1,395
| +44% | +$51.5K | ﹤0.01% | 866 |
|
|
2023
Q1 | $126K | Buy |
3,193
+931
| +41% | +$44.7K | ﹤0.01% | 891 |
|
|
2022
Q4 | $107K | Buy |
2,262
+350
| +18% | +$17.5K | ﹤0.01% | 904 |
|
|
2022
Q3 | $86K | Buy |
1,912
+325
| +20% | +$15K | ﹤0.01% | 869 |
|
|
2022
Q2 | $67K | Buy |
1,587
+897
| +130% | +$43.2K | ﹤0.01% | 873 |
|
|
2022
Q1 | $39K | Buy |
+690
| New | +$41K | ﹤0.01% | 969 |
|
|
2021
Q2 | – | Sell |
-88
| Closed | -$5K | – | 1561 |
|
|
2021
Q1 | $5K | Buy |
88
+32
| +57% | +$1.7K | ﹤0.01% | 1025 |
|
|
2020
Q4 | $2K | Sell |
56
-590
| -91% | -$21.3K | ﹤0.01% | 1250 |
|
|
2020
Q3 | $17K | Hold |
646
| – | – | ﹤0.01% | 862 |
|
|
2020
Q2 | $18K | Hold |
646
| – | – | ﹤0.01% | 809 |
|
|
2020
Q1 | $15K | Sell |
646
-260
| -29% | -$10.6K | ﹤0.01% | 930 |
|
|
2019
Q4 | $48K | Sell |
906
-11
| -1% | -$529 | ﹤0.01% | 759 |
|
|
2019
Q3 | $43K | Buy |
917
+60
| +7% | +$2.84K | ﹤0.01% | 752 |
|
|
2019
Q2 | $41K | Hold |
857
| – | – | ﹤0.01% | 749 |
|
|
2019
Q1 | $43K | Sell |
857
-24
| -3% | -$1.3K | ﹤0.01% | 727 |
|
|
2018
Q4 | $43K | Sell |
881
-148
| -14% | -$8.45K | ﹤0.01% | 720 |
|
|
2018
Q3 | $61K | Sell |
1,029
-6
| -0.6% | -$390 | ﹤0.01% | 705 |
|
|
2018
Q2 | $66K | Buy |
1,035
+15
| +1% | +$934 | ﹤0.01% | 663 |
|
|
2018
Q1 | $57K | Sell |
1,020
-1
| -0.1% | -$57 | ﹤0.01% | 694 |
|
|
2017
Q4 | $57K | Sell |
1,021
-35
| -3% | -$1.92K | ﹤0.01% | 752 |
|
|
2017
Q3 | $55K | Buy |
1,056
+19
| +2% | +$949 | ﹤0.01% | 680 |
|
|
2017
Q2 | $54K | Buy |
1,037
+34
| +3% | +$1.72K | ﹤0.01% | 665 |
|
|
2017
Q1 | $50K | Buy |
1,003
+2
| +0.2% | +$107 | ﹤0.01% | 638 |
|
|
2016
Q4 | $54K | Sell |
1,001
-29
| -3% | -$1.33K | ﹤0.01% | 604 |
|
|
2016
Q3 | $39K | Sell |
1,030
-1
| -0.1% | -$37 | ﹤0.01% | 690 |
|
|
2016
Q2 | $35K | Hold |
1,031
| – | – | ﹤0.01% | 696 |
|
|
2016
Q1 | $37K | Buy |
1,031
+158
| +18% | +$5.41K | ﹤0.01% | 632 |
|
|
2015
Q4 | $32K | Buy |
+873
| New | +$33.1K | ﹤0.01% | 712 |
|
Other funds holding WBS
VPM
VCM
