Brighton Jones LLC’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 | $330K | Buy |
+6,051
| New | +$330K | 0.01% | 683 |
|
|
2020
Q3 | – | Sell |
-7,529
| Closed | -$215K | – | 361 |
|
|
2020
Q2 | $215K | Buy |
+7,529
| New | +$215K | 0.02% | 268 |
|
|
2020
Q1 | – | Sell |
-7,964
| Closed | -$425K | – | 325 |
|
|
2019
Q4 | $425K | Sell |
7,964
-7,403
| -48% | -$395K | 0.05% | 193 |
|
|
2019
Q3 | $720K | Buy |
15,367
+178
| +1% | +$8.34K | 0.08% | 127 |
|
|
2019
Q2 | $726K | Hold |
15,189
| – | – | 0.08% | 126 |
|
|
2019
Q1 | $770K | Buy |
15,189
+66
| +0.4% | +$3.35K | 0.09% | 122 |
|
|
2018
Q4 | $745K | Buy |
15,123
+42
| +0.3% | +$2.07K | 0.11% | 106 |
|
|
2018
Q3 | $889K | Buy |
15,081
+166
| +1% | +$9.79K | 0.11% | 102 |
|
|
2018
Q2 | $950K | Hold |
14,915
| – | – | 0.12% | 106 |
|
|
2018
Q1 | $826K | Buy |
14,915
+5,387
| +57% | +$298K | 0.11% | 103 |
|
|
2017
Q4 | $535K | Hold |
9,528
| – | – | 0.06% | 147 |
|
|
2017
Q3 | $501K | Hold |
9,528
| – | – | 0.06% | 152 |
|
|
2017
Q2 | $498K | Buy |
+9,528
| New | +$498K | 0.07% | 136 |
|
|
2017
Q1 | – | Sell |
-4,025
| Closed | -$218K | – | 144 |
|
|
2016
Q4 | $218K | Buy |
+4,025
| New | +$218K | 0.08% | 90 |
|