Benjamin F. Edwards & Company’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $63K | Sell |
1,441
-1,883
| -57% | -$82.3K | ﹤0.01% | 1275 |
|
|
2024
Q1 | $169K | Sell |
3,324
-2,090
| -39% | -$106K | ﹤0.01% | 958 |
|
|
2023
Q4 | $274K | Buy |
5,414
+2,258
| +72% | +$114K | 0.01% | 771 |
|
|
2023
Q3 | $127K | Hold |
3,156
| – | – | ﹤0.01% | 837 |
|
|
2023
Q2 | $119K | Buy |
3,156
+1,727
| +121% | +$65.1K | ﹤0.01% | 861 |
|
|
2023
Q1 | $56K | Buy |
1,429
+21
| +1% | +$823 | ﹤0.01% | 1061 |
|
|
2022
Q4 | $67K | Buy |
1,408
+193
| +16% | +$9.18K | ﹤0.01% | 1005 |
|
|
2022
Q3 | $55K | Hold |
1,215
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q2 | $51K | Buy |
+1,215
| New | +$51K | ﹤0.01% | 1035 |
|
|
2021
Q4 | – | Sell |
-154
| Closed | -$8K | – | 1770 |
|
|
2021
Q3 | $8K | Hold |
154
| – | – | ﹤0.01% | 1443 |
|
|
2021
Q2 | $8K | Hold |
154
| – | – | ﹤0.01% | 1435 |
|
|
2021
Q1 | $8K | Hold |
154
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q4 | $6K | Buy |
+154
| New | +$6K | ﹤0.01% | 1379 |
|