Avion Wealth’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 | $3K | Buy |
71
+14
| +25% | +$592 | ﹤0.01% | 762 |
|
|
2025
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 679 |
|
|
2024
Q4 | $3K | Buy |
57
+9
| +19% | +$474 | ﹤0.01% | 676 |
|
|
2024
Q3 | $2K | Buy |
48
+11
| +30% | +$458 | ﹤0.01% | 730 |
|
|
2024
Q2 | $1K | Sell |
37
-9
| -20% | -$243 | ﹤0.01% | 841 |
|
|
2024
Q1 | $3K | Buy |
46
+21
| +84% | +$1.37K | ﹤0.01% | 607 |
|
|
2023
Q4 | $1K | Buy |
25
+13
| +108% | +$520 | ﹤0.01% | 1015 |
|
|
2023
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1228 |
|