Cambridge Investment Research 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 | – | Sell |
-6,054
| Closed | -$312K | – | 3768 |
|
|
2025
Q1 | $312K | Buy |
6,054
+137
| +2% | +$7.06K | ﹤0.01% | 2835 |
|
|
2024
Q4 | $327K | Sell |
5,917
-715
| -11% | -$39.5K | ﹤0.01% | 2769 |
|
|
2024
Q3 | $309K | Sell |
6,632
-31
| -0.5% | -$1.44K | ﹤0.01% | 2814 |
|
|
2024
Q2 | $290K | Sell |
6,663
-900
| -12% | -$39.2K | ﹤0.01% | 2731 |
|
|
2024
Q1 | $384K | Buy |
7,563
+89
| +1% | +$4.52K | ﹤0.01% | 2507 |
|
|
2023
Q4 | $379K | Buy |
7,474
+149
| +2% | +$7.56K | ﹤0.01% | 2419 |
|
|
2023
Q3 | $295K | Buy |
7,325
+792
| +12% | +$31.9K | ﹤0.01% | 2506 |
|
|
2023
Q2 | $247K | Sell |
6,533
-951
| -13% | -$36K | ﹤0.01% | 2700 |
|
|
2023
Q1 | $295K | Sell |
7,484
-370
| -5% | -$14.6K | ﹤0.01% | 2507 |
|
|
2022
Q4 | $372K | Buy |
7,854
+430
| +6% | +$20.4K | ﹤0.01% | 2262 |
|
|
2022
Q3 | $336K | Sell |
7,424
-979
| -12% | -$44.3K | ﹤0.01% | 2272 |
|
|
2022
Q2 | $354K | Sell |
8,403
-145
| -2% | -$6.11K | ﹤0.01% | 2232 |
|
|
2022
Q1 | $480K | Buy |
+8,548
| New | +$480K | ﹤0.01% | 2132 |
|
|
2015
Q3 | – | Sell |
-5,536
| Closed | -$219K | – | 1592 |
|
|
2015
Q2 | $219K | Buy |
+5,536
| New | +$219K | 0.01% | 1236 |
|