Corient Private Wealth’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 | $1.56M | Buy |
28,542
+8,663
| +44% | +$473K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $1.02M | Sell |
19,879
-6,955
| -26% | -$359K | ﹤0.01% | 1264 |
|
|
2024
Q4 | $1.48M | Sell |
26,834
-3,337
| -11% | -$184K | ﹤0.01% | 1126 |
|
|
2024
Q3 | $1.41M | Sell |
30,171
-2,686
| -8% | -$125K | ﹤0.01% | 1228 |
|
|
2024
Q2 | $1.43M | Sell |
32,857
-36,495
| -53% | -$1.59M | ﹤0.01% | 1178 |
|
|
2024
Q1 | $3.52M | Sell |
69,352
-750
| -1% | -$38.1K | 0.01% | 808 |
|
|
2023
Q4 | $3.56M | Sell |
70,102
-213
| -0.3% | -$10.8K | 0.01% | 798 |
|
|
2023
Q3 | $2.83M | Sell |
70,315
-1,039
| -1% | -$41.9K | 0.01% | 795 |
|
|
2023
Q2 | $2.69M | Buy |
+71,354
| New | +$2.69M | 0.01% | 811 |
|