Capital Group Private Client Services’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 | $3.35M | Sell |
61,303
-492
| -0.8% | -$26.9K | 0.03% | 192 |
|
|
2025
Q1 | $3.19M | Sell |
61,795
-24,320
| -28% | -$1.25M | 0.03% | 188 |
|
|
2024
Q4 | $4.76M | Sell |
86,115
-1,783
| -2% | -$98.5K | 0.04% | 177 |
|
|
2024
Q3 | $4.1M | Sell |
87,898
-16,595
| -16% | -$773K | 0.04% | 181 |
|
|
2024
Q2 | $4.55M | Sell |
104,493
-1,549
| -1% | -$67.5K | 0.05% | 173 |
|
|
2024
Q1 | $5.38M | Buy |
106,042
+16,394
| +18% | +$832K | 0.05% | 163 |
|
|
2023
Q4 | $4.55M | Sell |
89,648
-30,605
| -25% | -$1.55M | 0.05% | 163 |
|
|
2023
Q3 | $4.85M | Sell |
120,253
-3,510
| -3% | -$141K | 0.06% | 149 |
|
|
2023
Q2 | $4.67M | Buy |
123,763
+31,671
| +34% | +$1.2M | 0.06% | 149 |
|
|
2023
Q1 | $3.63M | Buy |
92,092
+16,944
| +23% | +$668K | 0.05% | 154 |
|
|
2022
Q4 | $3.56M | Sell |
75,148
-1,721
| -2% | -$81.5K | 0.04% | 161 |
|
|
2022
Q3 | $3.47M | Sell |
76,869
-1,675
| -2% | -$75.7K | 0.05% | 163 |
|
|
2022
Q2 | $3.31M | Buy |
78,544
+3,657
| +5% | +$154K | 0.04% | 169 |
|
|
2022
Q1 | $4.2M | Buy |
74,887
+36,788
| +97% | +$2.06M | 0.05% | 169 |
|
|
2021
Q4 | $2.13M | Buy |
38,099
+889
| +2% | +$49.6K | 0.02% | 172 |
|
|
2021
Q3 | $2.03M | Buy |
+37,210
| New | +$2.03M | 0.02% | 169 |
|