Capital Advisors Ltd’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 | $1K | Buy |
10
+3
| +43% | +$300 | ﹤0.01% | 1292 |
|
|
2025
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1603 |
|
|
2024
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1627 |
|
|
2024
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1658 |
|
|
2024
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1565 |
|
|
2023
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1509 |
|
|
2023
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1563 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | – | – | 1579 |
|
|
2022
Q4 | $0 | Sell |
5
-13
| -72% | – | ﹤0.01% | 1683 |
|
|
2022
Q3 | $1K | Buy |
18
+11
| +157% | +$611 | ﹤0.01% | 1150 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1353 |
|