BWM
BCGM Wealth Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Buy |
16,161
+186
| +1% | +$10.2K | 0.25% | 79 |
|
|
2025
Q1 | $823K | Buy |
15,975
+1,214
| +8% | +$62.6K | 0.25% | 79 |
|
|
2024
Q4 | $815K | Sell |
14,761
-1,332
| -8% | -$73.6K | 0.26% | 78 |
|
|
2024
Q3 | $750K | Sell |
16,093
-875
| -5% | -$40.8K | 0.24% | 79 |
|
|
2024
Q2 | $740K | Sell |
16,968
-9,351
| -36% | -$408K | 0.26% | 78 |
|
|
2024
Q1 | $1.34M | Buy |
26,319
+418
| +2% | +$21.2K | 0.48% | 55 |
|
|
2023
Q4 | $1.31M | Buy |
25,901
+1,320
| +5% | +$67K | 0.54% | 48 |
|
|
2023
Q3 | $991K | Buy |
24,581
+3,465
| +16% | +$140K | 0.46% | 53 |
|
|
2023
Q2 | $797K | Buy |
21,116
+1,497
| +8% | +$56.5K | 0.35% | 57 |
|
|
2023
Q1 | $773K | Buy |
19,619
+9,341
| +91% | +$368K | 0.39% | 55 |
|
|
2022
Q4 | $487K | Sell |
10,278
-6
| -0.1% | -$284 | 0.24% | 66 |
|
|
2022
Q3 | $542K | Buy |
10,284
+2,032
| +25% | +$107K | 0.27% | 62 |
|
|
2022
Q2 | $383K | Buy |
8,252
+1,943
| +31% | +$90.2K | 0.19% | 73 |
|
|
2022
Q1 | $315K | Buy |
6,309
+1,889
| +43% | +$94.3K | 0.17% | 85 |
|
|
2021
Q4 | $247K | Buy |
+4,420
| New | +$247K | 0.13% | 96 |
|