Cerity Partners’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 | $1.11M | Buy |
20,244
+7,956
| +65% | +$434K | ﹤0.01% | 1472 |
|
|
2025
Q1 | $633K | Buy |
12,288
+3,430
| +39% | +$177K | ﹤0.01% | 1634 |
|
|
2024
Q4 | $436K | Sell |
8,858
-766
| -8% | -$37.7K | ﹤0.01% | 1839 |
|
|
2024
Q3 | $449K | Buy |
9,624
+3,036
| +46% | +$142K | ﹤0.01% | 1831 |
|
|
2024
Q2 | $287K | Sell |
6,588
-36,673
| -85% | -$1.6M | ﹤0.01% | 1841 |
|
|
2024
Q1 | $2.2M | Buy |
+43,261
| New | +$2.2M | 0.01% | 929 |
|