CIBC Asset Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
5,357
| – | – | ﹤0.01% | 909 |
|
|
2025
Q1 | $276K | Buy |
5,357
+96
| +2% | +$4.95K | ﹤0.01% | 907 |
|
|
2024
Q4 | $291K | Buy |
5,261
+274
| +5% | +$15.1K | ﹤0.01% | 899 |
|
|
2024
Q3 | $232K | Buy |
4,987
+166
| +3% | +$7.74K | ﹤0.01% | 1006 |
|
|
2024
Q2 | $210K | Buy |
4,821
+248
| +5% | +$10.8K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $232K | Hold |
4,573
| – | – | ﹤0.01% | 938 |
|
|
2023
Q4 | $232K | Sell |
4,573
-5,020
| -52% | -$255K | ﹤0.01% | 919 |
|
|
2023
Q3 | $387K | Sell |
9,593
-747
| -7% | -$30.1K | ﹤0.01% | 748 |
|
|
2023
Q2 | $390K | Hold |
10,340
| – | – | ﹤0.01% | 745 |
|
|
2023
Q1 | $408K | Buy |
10,340
+157
| +2% | +$6.19K | ﹤0.01% | 738 |
|
|
2022
Q4 | $482K | Sell |
10,183
-3,231
| -24% | -$153K | ﹤0.01% | 728 |
|
|
2022
Q3 | $606K | Buy |
13,414
+7,400
| +123% | +$334K | ﹤0.01% | 727 |
|
|
2022
Q2 | $253K | Sell |
6,014
-440
| -7% | -$18.5K | ﹤0.01% | 968 |
|
|
2022
Q1 | $362K | Buy |
+6,454
| New | +$362K | ﹤0.01% | 948 |
|
|
2018
Q4 | – | Sell |
-3,458
| Closed | -$204K | – | 1136 |
|
|
2018
Q3 | $204K | Hold |
3,458
| – | – | ﹤0.01% | 1055 |
|
|
2018
Q2 | $220K | Buy |
+3,458
| New | +$220K | ﹤0.01% | 989 |
|