Carson Wealth (CWM LLC)’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
38,303
+24,052
| +169% | +$1.31M | 0.01% | 932 |
|
|
2025
Q1 | $735K | Buy |
14,251
+6,228
| +78% | +$321K | ﹤0.01% | 1302 |
|
|
2024
Q4 | $443K | Buy |
8,023
+2,807
| +54% | +$155K | ﹤0.01% | 1427 |
|
|
2024
Q3 | $243K | Buy |
5,216
+176
| +3% | +$8.2K | ﹤0.01% | 1654 |
|
|
2024
Q2 | $220K | Sell |
5,040
-524
| -9% | -$22.9K | ﹤0.01% | 1538 |
|
|
2024
Q1 | $282K | Buy |
5,564
+106
| +2% | +$5.37K | ﹤0.01% | 1360 |
|
|
2023
Q4 | $277K | Buy |
5,458
+954
| +21% | +$48.4K | ﹤0.01% | 1282 |
|
|
2023
Q3 | $182K | Buy |
4,504
+141
| +3% | +$5.7K | ﹤0.01% | 1345 |
|
|
2023
Q2 | $165K | Buy |
4,363
+403
| +10% | +$15.2K | ﹤0.01% | 1326 |
|
|
2023
Q1 | $156K | Sell |
3,960
-328
| -8% | -$12.9K | ﹤0.01% | 1300 |
|
|
2022
Q4 | $203K | Buy |
4,288
+229
| +6% | +$10.8K | ﹤0.01% | 1095 |
|
|
2022
Q3 | $183K | Buy |
4,059
+2,328
| +134% | +$105K | ﹤0.01% | 1091 |
|
|
2022
Q2 | $73K | Buy |
1,731
+341
| +25% | +$14.4K | ﹤0.01% | 1445 |
|
|
2022
Q1 | $78K | Buy |
1,390
+1,305
| +1,535% | +$73.2K | ﹤0.01% | 1423 |
|
|
2021
Q4 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 2764 |
|
|
2021
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2021
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2020
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2020
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2020
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2020
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2019
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2019
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2019
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 2368 |
|
|
2019
Q1 | $5K | Buy |
85
+28
| +49% | +$1.65K | ﹤0.01% | 2368 |
|
|
2018
Q4 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1681 |
|