Beck Mack & Oliver’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 | $223K | Hold |
4,091
| – | – | ﹤0.01% | 170 |
|
|
2025
Q1 | $211K | Hold |
4,091
| – | – | ﹤0.01% | 169 |
|
|
2024
Q4 | $226K | Buy |
+4,091
| New | +$226K | ﹤0.01% | 168 |
|
|
2024
Q2 | – | Sell |
-4,091
| Closed | -$208K | – | 182 |
|
|
2024
Q1 | $208K | Hold |
4,091
| – | – | ﹤0.01% | 165 |
|
|
2023
Q4 | $208K | Buy |
+4,091
| New | +$208K | ﹤0.01% | 173 |
|
|
2022
Q2 | – | Sell |
-4,091
| Closed | -$230K | – | 189 |
|
|
2022
Q1 | $230K | Hold |
4,091
| – | – | 0.01% | 172 |
|
|
2021
Q4 | $228K | Hold |
4,091
| – | – | 0.01% | 186 |
|
|
2021
Q3 | $223K | Hold |
4,091
| – | – | 0.01% | 196 |
|
|
2021
Q2 | $218K | Hold |
4,091
| – | – | 0.01% | 190 |
|
|
2021
Q1 | $225K | Buy |
+4,091
| New | +$225K | 0.01% | 171 |
|
|
2020
Q1 | – | Sell |
-4,091
| Closed | -$218K | – | 213 |
|
|
2019
Q4 | $218K | Buy |
+4,091
| New | +$218K | 0.01% | 202 |
|
|
2019
Q2 | – | Sell |
-4,091
| Closed | -$207K | – | 224 |
|
|
2019
Q1 | $207K | Hold |
4,091
| – | – | 0.01% | 202 |
|
|
2018
Q4 | $202K | Hold |
4,091
| – | – | 0.01% | 202 |
|
|
2018
Q3 | $241K | Hold |
4,091
| – | – | 0.01% | 200 |
|
|
2018
Q2 | $261K | Hold |
4,091
| – | – | 0.01% | 192 |
|
|
2018
Q1 | $227K | Hold |
4,091
| – | – | 0.01% | 205 |
|
|
2017
Q4 | $230K | Hold |
4,091
| – | – | 0.01% | 213 |
|
|
2017
Q3 | $215K | Hold |
4,091
| – | – | 0.01% | 217 |
|
|
2017
Q2 | $214K | Hold |
4,091
| – | – | 0.01% | 219 |
|
|
2017
Q1 | $205K | Hold |
4,091
| – | – | 0.01% | 218 |
|
|
2016
Q4 | $222K | Buy |
+4,091
| New | +$222K | 0.01% | 205 |
|