CIBC Private Wealth Group’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 | $137K | Buy |
2,507
+2,113
| +536% | +$115K | ﹤0.01% | 1270 |
|
2025
Q1 | $16.5K | Buy |
394
+305
| +343% | +$12.7K | ﹤0.01% | 2068 |
|
2024
Q4 | $4.92K | Sell |
89
-80
| -47% | -$4.42K | ﹤0.01% | 2476 |
|
2024
Q3 | $7.88K | Buy |
169
+92
| +119% | +$4.29K | ﹤0.01% | 2470 |
|
2024
Q2 | $3.3K | Hold |
77
| – | – | ﹤0.01% | 2649 |
|
2024
Q1 | $3.82K | Buy |
+77
| New | +$3.82K | ﹤0.01% | 2579 |
|