Bay Harbor Wealth Management’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 | $436 | Buy |
8
+3
| +60% | +$164 | ﹤0.01% | 686 |
|
|
2025
Q1 | $257 | Buy |
+5
| New | +$257 | ﹤0.01% | 596 |
|
|
2024
Q2 | – | Sell |
-55
| Closed | -$2.79K | – | 180 |
|
|
2024
Q1 | $2.79K | Sell |
55
-1
| -2% | -$51 | ﹤0.01% | 141 |
|
|
2023
Q4 | $2.84K | Hold |
56
| – | – | ﹤0.01% | 132 |
|
|
2023
Q3 | $2.26K | Sell |
56
-5
| -8% | -$202 | ﹤0.01% | 133 |
|
|
2023
Q2 | $2.3K | Buy |
61
+16
| +36% | +$604 | ﹤0.01% | 141 |
|
|
2023
Q1 | $1.77K | Buy |
+45
| New | +$1.77K | ﹤0.01% | 146 |
|