Bell Investment Advisors’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 | $9.01K | Buy |
165
+38
| +30% | +$2.08K | ﹤0.01% | 722 |
|
|
2025
Q1 | $6.55K | Hold |
127
| – | – | ﹤0.01% | 786 |
|
|
2024
Q4 | $7.01K | Buy |
127
+27
| +27% | +$1.49K | ﹤0.01% | 756 |
|
|
2024
Q3 | $4.66K | Hold |
100
| – | – | ﹤0.01% | 963 |
|
|
2024
Q2 | $4.36K | Hold |
100
| – | – | ﹤0.01% | 992 |
|
|
2024
Q1 | $5.08K | Hold |
100
| – | – | ﹤0.01% | 912 |
|
|
2023
Q4 | $5.08K | Sell |
100
-12
| -11% | -$609 | ﹤0.01% | 882 |
|
|
2023
Q3 | $4.52K | Buy |
112
+11
| +11% | +$443 | ﹤0.01% | 863 |
|
|
2023
Q2 | $3.81K | Sell |
101
-7
| -6% | -$264 | ﹤0.01% | 959 |
|
|
2023
Q1 | $4.26K | Sell |
108
-13
| -11% | -$513 | ﹤0.01% | 854 |
|
|
2022
Q4 | $5.73K | Sell |
121
-11
| -8% | -$521 | ﹤0.01% | 741 |
|
|
2022
Q3 | $6K | Sell |
132
-18
| -12% | -$818 | ﹤0.01% | 628 |
|
|
2022
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 658 |
|
|
2021
Q4 | $2K | Buy |
44
+31
| +238% | +$1.41K | ﹤0.01% | 1258 |
|
|
2021
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1611 |
|