Bank of Montreal’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 | $27M | Sell |
389,294
-1,822,481
| -82% | -$125M | 0.01% | 737 |
|
|
2025
Q4 | $139M | Buy |
2,211,775
+141,762
| +7% | +$8.42M | 0.06% | 296 |
|
|
2025
Q3 | $123M | Buy |
2,070,013
+817,218
| +65% | +$48.7M | 0.05% | 281 |
|
|
2025
Q2 | $68.4M | Buy |
1,252,795
+38,933
| +3% | +$1.94M | 0.03% | 350 |
|
|
2025
Q1 | $62.6M | Buy |
1,213,862
+648,398
| +115% | +$36.1M | 0.03% | 375 |
|
|
2024
Q4 | $31.2M | Sell |
565,464
-393,716
| -41% | -$21.6M | 0.02% | 594 |
|
|
2024
Q3 | $44.5M | Buy |
959,180
+619,934
| +183% | +$28.5M | 0.02% | 507 |
|
|
2024
Q2 | $14.8M | Buy |
339,246
+317,814
| +1,483% | +$14.2M | ﹤0.01% | 870 |
|
|
2024
Q1 | $1.09M | Buy |
21,432
+1,155
| +6% | +$56.5K | ﹤0.01% | 1956 |
|
|
2023
Q4 | $1.05M | Sell |
20,277
-283,430
| -93% | -$12.2M | ﹤0.01% | 2021 |
|
|
2023
Q3 | $12.7M | Buy |
303,707
+270,895
| +826% | +$11.5M | ﹤0.01% | 885 |
|
|
2023
Q2 | $1.28M | Sell |
32,812
-69,508
| -68% | -$2.57M | ﹤0.01% | 2045 |
|
|
2023
Q1 | $4.14M | Buy |
102,320
+36,798
| +56% | +$1.77M | ﹤0.01% | 1315 |
|
|
2022
Q4 | $3.1M | Buy |
65,522
+13,949
| +27% | +$699K | ﹤0.01% | 1561 |
|
|
2022
Q3 | $2.35K | Buy |
51,573
+17,028
| +49% | +$788K | ﹤0.01% | 1729 |
|
|
2022
Q2 | $1.53K | Buy |
34,545
+6,681
| +24% | +$322K | ﹤0.01% | 2038 |
|
|
2022
Q1 | $1.61M | Buy |
27,864
+18,611
| +201% | +$1.1M | ﹤0.01% | 2051 |
|
|
2021
Q4 | $527K | Sell |
9,253
-136,276
| -94% | -$7.67M | ﹤0.01% | 2347 |
|
|
2021
Q3 | $7.96M | Buy |
145,529
+293
| +0.2% | +$14.6K | ﹤0.01% | 1418 |
|
|
2021
Q2 | $8.12M | Buy |
145,236
+2,635
| +2% | +$146K | ﹤0.01% | 1373 |
|
|
2021
Q1 | $7.98M | Sell |
142,601
-691
| -0.5% | -$36.8K | 0.01% | 1127 |
|
|
2020
Q4 | $6.93M | Buy |
143,292
+131,848
| +1,152% | +$4.76M | 0.01% | 1218 |
|
|
2020
Q3 | $328K | Sell |
11,444
-237,608
| -95% | -$6.44M | ﹤0.01% | 2513 |
|
|
2020
Q2 | $6.07M | Buy |
249,052
+245,174
| +6,322% | +$6.5M | 0.01% | 1080 |
|
|
2020
Q1 | $81K | Sell |
3,878
-25,910
| -87% | -$1.05M | ﹤0.01% | 2688 |
|
|
2019
Q4 | $1.59M | Buy |
29,788
+22,348
| +300% | +$1.07M | ﹤0.01% | 2004 |
|
|
2019
Q3 | $349K | Buy |
7,440
+1,156
| +18% | +$54.7K | ﹤0.01% | 2624 |
|
|
2019
Q2 | $300K | Sell |
6,284
-4,469
| -42% | -$223K | ﹤0.01% | 2710 |
|
|
2019
Q1 | $544K | Buy |
10,753
+1,262
| +13% | +$68.4K | ﹤0.01% | 2261 |
|
|
2018
Q4 | $467K | Sell |
9,491
-50
| -0.5% | -$2.86K | ﹤0.01% | 2197 |
|
|
2018
Q3 | $562K | Buy |
9,541
+147
| +2% | +$9.56K | ﹤0.01% | 2279 |
|
|
2018
Q2 | $598K | Buy |
9,394
+45
| +0.5% | +$2.8K | ﹤0.01% | 2247 |
|
|
2018
Q1 | $518K | Sell |
9,349
-2,496
| -21% | -$141K | ﹤0.01% | 2211 |
|
|
2017
Q4 | $665K | Buy |
11,845
+3,092
| +35% | +$169K | ﹤0.01% | 2155 |
|
|
2017
Q3 | $461K | Buy |
8,753
+2,706
| +45% | +$135K | ﹤0.01% | 2303 |
|
|
2017
Q2 | $315K | Buy |
6,047
+200
| +3% | +$10.1K | ﹤0.01% | 2455 |
|
|
2017
Q1 | $293K | Sell |
5,847
-1,100
| -16% | -$58.7K | ﹤0.01% | 2299 |
|
|
2016
Q4 | $345K | Sell |
6,947
-403
| -5% | -$18.5K | ﹤0.01% | 2263 |
|
|
2016
Q3 | $280K | Sell |
7,350
-2,136
| -23% | -$78.6K | ﹤0.01% | 2316 |
|
|
2016
Q2 | $322K | Sell |
9,486
-1,744
| -16% | -$63.5K | ﹤0.01% | 2255 |
|
|
2016
Q1 | $403K | Buy |
11,230
+1,177
| +12% | +$40.3K | ﹤0.01% | 2130 |
|
|
2015
Q4 | $373K | Buy |
10,053
+2,642
| +36% | +$100K | ﹤0.01% | 2104 |
|
|
2015
Q3 | $265K | Hold |
7,411
| – | – | ﹤0.01% | 2135 |
|
|
2015
Q2 | $293K | Buy |
7,411
+4,797
| +184% | +$181K | ﹤0.01% | 2241 |
|
|
2015
Q1 | $97K | Sell |
2,614
-364
| -12% | -$12.2K | ﹤0.01% | 2638 |
|
|
2014
Q4 | $97K | Sell |
2,978
-715
| -19% | -$22.1K | ﹤0.01% | 2794 |
|
|
2014
Q3 | $108K | Sell |
3,693
-5,339
| -59% | -$159K | ﹤0.01% | 2786 |
|
|
2014
Q2 | $285K | Buy |
9,032
+1,425
| +19% | +$43.4K | ﹤0.01% | 2369 |
|
|
2014
Q1 | $236K | Buy |
7,607
+520
| +7% | +$16K | ﹤0.01% | 2431 |
|
|
2013
Q4 | $221K | Buy |
7,087
+35
| +0.5% | +$995 | ﹤0.01% | 2202 |
|
|
2013
Q3 | $180K | Sell |
7,052
-810
| -10% | -$21.6K | ﹤0.01% | 2285 |
|
|
2013
Q2 | $202K | Buy |
+7,862
| New | +$185K | ﹤0.01% | 2192 |
|
Other funds holding WBS
VPM
VCM
