Bard Financial Services’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 | $1.59M | Sell |
29,050
-5,000
| -15% | -$273K | 0.19% | 96 |
|
|
2025
Q1 | $1.76M | Hold |
34,050
| – | – | 0.21% | 89 |
|
|
2024
Q4 | $1.88M | Sell |
34,050
-625
| -2% | -$34.5K | 0.23% | 91 |
|
|
2024
Q3 | $1.62M | Sell |
34,675
-8,250
| -19% | -$385K | 0.19% | 94 |
|
|
2024
Q2 | $1.87M | Sell |
42,925
-2,000
| -4% | -$87.2K | 0.19% | 93 |
|
|
2024
Q1 | $2.28M | Sell |
44,925
-1,400
| -3% | -$71.1K | 0.24% | 86 |
|
|
2023
Q4 | $2.35M | Sell |
46,325
-2,750
| -6% | -$140K | 0.26% | 82 |
|
|
2023
Q3 | $1.98M | Buy |
49,075
+550
| +1% | +$22.2K | 0.24% | 82 |
|
|
2023
Q2 | $1.83M | Buy |
48,525
+9,025
| +23% | +$341K | 0.14% | 125 |
|
|
2023
Q1 | $1.56M | Buy |
39,500
+4,225
| +12% | +$167K | 0.12% | 131 |
|
|
2022
Q4 | $1.67M | Buy |
35,275
+1,875
| +6% | +$88.8K | 0.14% | 125 |
|
|
2022
Q3 | $1.51M | Buy |
33,400
+5,250
| +19% | +$237K | 0.14% | 129 |
|
|
2022
Q2 | $1.19M | Buy |
28,150
+22,450
| +394% | +$947K | 0.11% | 142 |
|
|
2022
Q1 | $320K | Hold |
5,700
| – | – | 0.03% | 235 |
|
|
2021
Q4 | $318K | Hold |
5,700
| – | – | 0.03% | 226 |
|
|
2021
Q3 | $310K | Hold |
5,700
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $304K | Hold |
5,700
| – | – | 0.03% | 219 |
|
|
2021
Q1 | $314K | Hold |
5,700
| – | – | 0.03% | 210 |
|
|
2020
Q4 | $240K | Buy |
+5,700
| New | +$240K | 0.02% | 226 |
|