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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $467K | Buy |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $232K | Buy |
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|
2018
Q2 | $238K | Buy |
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