Coldstream Capital Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $480K | Buy |
6,920
+389
| +6% | +$26.6K | 0.01% | 744 |
|
|
2025
Q4 | $411K | Sell |
6,531
-1,332
| -17% | -$79.1K | 0.01% | 786 |
|
|
2025
Q3 | $467K | Buy |
7,863
+43
| +0.5% | +$2.56K | 0.01% | 773 |
|
|
2025
Q2 | $427K | Sell |
7,820
-30
| -0.4% | -$1.5K | 0.01% | 729 |
|
|
2025
Q1 | $405K | Sell |
7,850
-75
| -0.9% | -$4.17K | 0.01% | 704 |
|
|
2024
Q4 | $438K | Sell |
7,925
-183
| -2% | -$10.1K | 0.01% | 661 |
|
|
2024
Q3 | $379K | Sell |
8,108
-7
| -0.1% | -$321 | 0.01% | 725 |
|
|
2024
Q2 | $354K | Buy |
8,115
+288
| +4% | +$12.8K | 0.01% | 701 |
|
|
2024
Q1 | $397K | Buy |
7,827
+197
| +3% | +$9.63K | 0.01% | 647 |
|
|
2023
Q4 | $387K | Sell |
7,630
-39
| -0.5% | -$1.69K | 0.01% | 607 |
|
|
2023
Q3 | $309K | Sell |
7,669
-36
| -0.5% | -$1.53K | 0.01% | 589 |
|
|
2023
Q2 | $291K | Sell |
7,705
-306
| -4% | -$11.3K | 0.01% | 638 |
|
|
2023
Q1 | $316K | Sell |
8,011
-466
| -5% | -$22.4K | 0.01% | 601 |
|
|
2022
Q4 | $401K | Buy |
+8,477
| New | +$425K | 0.01% | 497 |
|
|
2022
Q2 | $377K | Buy |
8,949
+369
| +4% | +$17.8K | 0.01% | 487 |
|
|
2022
Q1 | $482K | Buy |
+8,580
| New | +$509K | 0.02% | 399 |
|
|
2019
Q2 | – | Sell |
-4,277
| Closed | -$217K | – | 340 |
|
|
2019
Q1 | $217K | Buy |
4,277
+121
| +3% | +$6.56K | 0.02% | 282 |
|
|
2018
Q4 | $205K | Buy |
4,156
+230
| +6% | +$13.1K | 0.02% | 292 |
|
|
2018
Q3 | $232K | Buy |
3,926
+189
| +5% | +$12.3K | 0.02% | 311 |
|
|
2018
Q2 | $238K | Buy |
+3,737
| New | +$233K | 0.02% | 284 |
|
Other funds holding WBS
VPM
VCM
