Carson Wealth (CWM LLC)’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.82M | Buy |
54,988
+18,453
| +51% | +$1.26M | 0.01% | 927 |
|
|
2025
Q4 | $2.3M | Sell |
36,535
-2,267
| -6% | -$135K | 0.01% | 1090 |
|
|
2025
Q3 | $2.31M | Buy |
38,802
+499
| +1% | +$29.7K | 0.01% | 1029 |
|
|
2025
Q2 | $2.09M | Buy |
38,303
+24,052
| +169% | +$1.2M | 0.01% | 932 |
|
|
2025
Q1 | $735K | Buy |
14,251
+6,228
| +78% | +$347K | ﹤0.01% | 1304 |
|
|
2024
Q4 | $443K | Buy |
8,023
+2,807
| +54% | +$154K | ﹤0.01% | 1428 |
|
|
2024
Q3 | $243K | Buy |
5,216
+176
| +3% | +$8.08K | ﹤0.01% | 1655 |
|
|
2024
Q2 | $220K | Sell |
5,040
-524
| -9% | -$23.3K | ﹤0.01% | 1540 |
|
|
2024
Q1 | $282K | Buy |
5,564
+106
| +2% | +$5.18K | ﹤0.01% | 1361 |
|
|
2023
Q4 | $277K | Buy |
5,458
+954
| +21% | +$41.2K | ﹤0.01% | 1284 |
|
|
2023
Q3 | $182K | Buy |
4,504
+141
| +3% | +$6K | ﹤0.01% | 1346 |
|
|
2023
Q2 | $165K | Buy |
4,363
+403
| +10% | +$14.9K | ﹤0.01% | 1328 |
|
|
2023
Q1 | $156K | Sell |
3,960
-328
| -8% | -$15.7K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $203K | Buy |
4,288
+229
| +6% | +$11.5K | ﹤0.01% | 1097 |
|
|
2022
Q3 | $183K | Buy |
4,059
+2,328
| +134% | +$108K | ﹤0.01% | 1093 |
|
|
2022
Q2 | $73K | Buy |
1,731
+341
| +25% | +$16.4K | ﹤0.01% | 1447 |
|
|
2022
Q1 | $78K | Buy |
1,390
+1,305
| +1,535% | +$77.5K | ﹤0.01% | 1425 |
|
|
2021
Q4 | $5K | Buy |
+85
| New | +$4.79K | ﹤0.01% | 2773 |
|
|
2021
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 2385 |
|
|
2021
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 2385 |
|
|
2020
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 2385 |
|
|
2020
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 2385 |
|
|
2020
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 2382 |
|
|
2020
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 2382 |
|
|
2019
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 2382 |
|
|
2019
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 2382 |
|
|
2019
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 2382 |
|
|
2019
Q1 | $5K | Buy |
85
+28
| +49% | +$1.52K | ﹤0.01% | 2381 |
|
|
2018
Q4 | $3K | Buy |
+57
| New | +$3.25K | ﹤0.01% | 1687 |
|
Other funds holding WBS
VPM
VCM
