Concourse Financial Group Securities’s Webster Financial WBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,740
Closed -$163K 8316
2024
Q4
$163K Sell
2,740
-377
-12% -$22.4K 0.01% 796
2024
Q3
$145K Sell
3,117
-16
-0.5% -$746 0.01% 830
2024
Q2
$137K Buy
3,133
+3
+0.1% +$131 0.01% 828
2024
Q1
$159K Buy
3,130
+142
+5% +$7.21K 0.01% 759
2023
Q4
$152K Sell
2,988
-230
-7% -$11.7K 0.01% 751
2023
Q3
$130K Sell
3,218
-46
-1% -$1.85K 0.01% 757
2023
Q2
$123K Buy
3,264
+187
+6% +$7.06K 0.01% 803
2023
Q1
$121K Buy
3,077
+19
+0.6% +$749 0.01% 814
2022
Q4
$145K Sell
3,058
-53
-2% -$2.51K 0.01% 711
2022
Q3
$141K Sell
3,111
-156
-5% -$7.07K 0.01% 623
2022
Q2
$138K Sell
3,267
-93
-3% -$3.93K 0.01% 707
2022
Q1
$189K Buy
3,360
+2,780
+479% +$156K 0.01% 648
2021
Q4
$32K Hold
580
﹤0.01% 1474
2021
Q3
$32K Hold
580
﹤0.01% 1497
2021
Q2
$31K Hold
580
﹤0.01% 1494
2021
Q1
$32K Hold
580
﹤0.01% 1400
2020
Q4
$24K Hold
580
﹤0.01% 1399
2020
Q3
$15K Buy
580
+267
+85% +$6.91K ﹤0.01% 1453
2020
Q2
$9K Sell
313
-489
-61% -$14.1K ﹤0.01% 1529
2020
Q1
$18K Buy
802
+445
+125% +$9.99K ﹤0.01% 1284
2019
Q4
$19K Buy
357
+326
+1,052% +$17.4K ﹤0.01% 1273
2019
Q3
$1K Sell
31
-313
-91% -$10.1K ﹤0.01% 1699
2019
Q2
$16K Sell
344
-31
-8% -$1.44K ﹤0.01% 1338
2019
Q1
$19K Sell
375
-13
-3% -$659 ﹤0.01% 1296
2018
Q4
$19K Buy
388
+279
+256% +$13.7K ﹤0.01% 1184
2018
Q3
$6K Buy
+109
New +$6K ﹤0.01% 1360