Bard Financial Services’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
Q3 | $1.71M | Sell |
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|
2025
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.76M | Hold |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.35M | Sell |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $240K | Buy |
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