Creative Planning’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 | $3.5M | Buy |
64,018
+6,551
| +11% | +$358K | ﹤0.01% | 944 |
|
|
2025
Q1 | $2.96M | Buy |
57,467
+4,364
| +8% | +$225K | ﹤0.01% | 938 |
|
|
2024
Q4 | $2.93M | Buy |
53,103
+13,160
| +33% | +$727K | ﹤0.01% | 909 |
|
|
2024
Q3 | $1.86M | Buy |
39,943
+2,815
| +8% | +$131K | ﹤0.01% | 1098 |
|
|
2024
Q2 | $1.62M | Buy |
37,128
+2,149
| +6% | +$93.7K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $1.78M | Buy |
34,979
+1,859
| +6% | +$94.4K | ﹤0.01% | 1016 |
|
|
2023
Q4 | $1.68M | Buy |
33,120
+3,429
| +12% | +$174K | ﹤0.01% | 978 |
|
|
2023
Q3 | $1.2M | Buy |
29,691
+3,119
| +12% | +$126K | ﹤0.01% | 1082 |
|
|
2023
Q2 | $1M | Buy |
26,572
+4,033
| +18% | +$152K | ﹤0.01% | 1122 |
|
|
2023
Q1 | $888K | Sell |
22,539
-1,280
| -5% | -$50.5K | ﹤0.01% | 1137 |
|
|
2022
Q4 | $1.13M | Buy |
23,819
+5,641
| +31% | +$267K | ﹤0.01% | 977 |
|
|
2022
Q3 | $822K | Buy |
18,178
+2,316
| +15% | +$105K | ﹤0.01% | 1044 |
|
|
2022
Q2 | $669K | Sell |
15,862
-10,079
| -39% | -$425K | ﹤0.01% | 1150 |
|
|
2022
Q1 | $1.46M | Buy |
25,941
+20,240
| +355% | +$1.14M | ﹤0.01% | 828 |
|
|
2021
Q4 | $318K | Sell |
5,701
-413
| -7% | -$23K | ﹤0.01% | 1581 |
|
|
2021
Q3 | $333K | Buy |
6,114
+435
| +8% | +$23.7K | ﹤0.01% | 1525 |
|
|
2021
Q2 | $303K | Sell |
5,679
-4,128
| -42% | -$220K | ﹤0.01% | 1551 |
|
|
2021
Q1 | $540K | Hold |
9,807
| – | – | ﹤0.01% | 1364 |
|
|
2020
Q4 | $413K | Sell |
9,807
-200
| -2% | -$8.42K | ﹤0.01% | 1401 |
|
|
2020
Q3 | $264K | Sell |
10,007
-113
| -1% | -$2.98K | ﹤0.01% | 1480 |
|
|
2020
Q2 | $290K | Buy |
10,120
+296
| +3% | +$8.48K | ﹤0.01% | 1309 |
|
|
2020
Q1 | $225K | Sell |
9,824
-388
| -4% | -$8.89K | ﹤0.01% | 1322 |
|
|
2019
Q4 | $545K | Buy |
10,212
+305
| +3% | +$16.3K | ﹤0.01% | 1056 |
|
|
2019
Q3 | $464K | Sell |
9,907
-346
| -3% | -$16.2K | ﹤0.01% | 1107 |
|
|
2019
Q2 | $490K | Sell |
10,253
-590
| -5% | -$28.2K | ﹤0.01% | 1082 |
|
|
2019
Q1 | $549K | Sell |
10,843
-52
| -0.5% | -$2.63K | ﹤0.01% | 979 |
|
|
2018
Q4 | $537K | Sell |
10,895
-132
| -1% | -$6.51K | ﹤0.01% | 930 |
|
|
2018
Q3 | $650K | Sell |
11,027
-3,747
| -25% | -$221K | ﹤0.01% | 938 |
|
|
2018
Q2 | $941K | Sell |
14,774
-3
| -0% | -$191 | ﹤0.01% | 767 |
|
|
2018
Q1 | $819K | Buy |
14,777
+4,898
| +50% | +$271K | ﹤0.01% | 835 |
|
|
2017
Q4 | $555K | Buy |
9,879
+2
| +0% | +$112 | ﹤0.01% | 1010 |
|
|
2017
Q3 | $519K | Buy |
9,877
+13
| +0.1% | +$683 | ﹤0.01% | 1037 |
|
|
2017
Q2 | $515K | Sell |
9,864
-155
| -2% | -$8.09K | ﹤0.01% | 986 |
|
|
2017
Q1 | $501K | Buy |
10,019
+155
| +2% | +$7.75K | ﹤0.01% | 983 |
|
|
2016
Q4 | $535K | Hold |
9,864
| – | – | ﹤0.01% | 885 |
|
|
2016
Q3 | $375K | Buy |
9,864
+3,397
| +53% | +$129K | ﹤0.01% | 1043 |
|
|
2016
Q2 | $220K | Buy |
6,467
+65
| +1% | +$2.21K | ﹤0.01% | 1203 |
|
|
2016
Q1 | $230K | Hold |
6,402
| – | – | ﹤0.01% | 1137 |
|
|
2015
Q4 | $238K | Buy |
6,402
+400
| +7% | +$14.9K | ﹤0.01% | 1099 |
|
|
2015
Q3 | $214K | Buy |
+6,002
| New | +$214K | ﹤0.01% | 1153 |
|