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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.31M | Buy |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $182K | Buy |
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|
2023
Q2 | $165K | Buy |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | $183K | Buy |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | $3K | Buy |
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