CAPTRUST Financial Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
72,192
+2,953
| +4% | +$161K | 0.01% | 688 |
|
|
2025
Q1 | $3.57M | Buy |
69,239
+3,569
| +5% | +$184K | 0.01% | 682 |
|
|
2024
Q4 | $3.63M | Buy |
65,670
+1,454
| +2% | +$80.3K | 0.01% | 632 |
|
|
2024
Q3 | $2.99M | Sell |
64,216
-4,280
| -6% | -$199K | 0.01% | 703 |
|
|
2024
Q2 | $2.99M | Sell |
68,496
-7,527
| -10% | -$328K | 0.01% | 666 |
|
|
2024
Q1 | $3.86M | Sell |
76,023
-12,553
| -14% | -$637K | 0.01% | 561 |
|
|
2023
Q4 | $4.5M | Sell |
88,576
-1,938
| -2% | -$98.4K | 0.02% | 593 |
|
|
2023
Q3 | $3.65M | Sell |
90,514
-539,150
| -86% | -$21.7M | 0.01% | 628 |
|
|
2023
Q2 | $23.8M | Sell |
629,664
-23,182
| -4% | -$875K | 0.09% | 179 |
|
|
2023
Q1 | $25.7M | Sell |
652,846
-51,379
| -7% | -$2.03M | 0.11% | 161 |
|
|
2022
Q4 | $33.3M | Sell |
704,225
-4,635
| -0.7% | -$219K | 0.17% | 131 |
|
|
2022
Q3 | $32M | Buy |
708,860
+162,860
| +30% | +$7.36M | 0.19% | 117 |
|
|
2022
Q2 | $23M | Sell |
546,000
-68,830
| -11% | -$2.9M | 0.15% | 141 |
|
|
2022
Q1 | $34.5M | Buy |
614,830
+39,905
| +7% | +$2.24M | 0.22% | 107 |
|
|
2021
Q4 | $32.1M | Sell |
574,925
-8,109
| -1% | -$453K | 0.22% | 112 |
|
|
2021
Q3 | $31.8M | Buy |
583,034
+92,557
| +19% | +$5.04M | 0.26% | 97 |
|
|
2021
Q2 | $26.2M | Buy |
490,477
+487,576
| +16,807% | +$26M | 0.24% | 109 |
|
|
2021
Q1 | $160K | Buy |
2,901
+2,711
| +1,427% | +$150K | ﹤0.01% | 1635 |
|
|
2020
Q4 | $8K | Hold |
190
| – | – | ﹤0.01% | 2672 |
|
|
2020
Q3 | $5K | Buy |
+190
| New | +$5K | ﹤0.01% | 2547 |
|