Cresset Asset Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,230
| Closed | -$477K | – | 2102 |
|
|
2024
Q3 | $477K | Sell |
10,230
-168
| -2% | -$7.83K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $453K | Buy |
10,398
+1,784
| +21% | +$77.8K | ﹤0.01% | 1456 |
|
|
2024
Q1 | $437K | Sell |
8,614
-13
| -0.2% | -$660 | ﹤0.01% | 1382 |
|
|
2023
Q4 | $438K | Buy |
8,627
+805
| +10% | +$40.9K | ﹤0.01% | 1270 |
|
|
2023
Q3 | $315K | Buy |
7,822
+1,044
| +15% | +$42.1K | ﹤0.01% | 1385 |
|
|
2023
Q2 | $256K | Buy |
+6,778
| New | +$256K | ﹤0.01% | 1467 |
|
|
2019
Q2 | – | Sell |
-1,357
| Closed | -$69K | – | 1699 |
|
|
2019
Q1 | $69K | Buy |
1,357
+290
| +27% | +$14.7K | ﹤0.01% | 680 |
|
|
2018
Q4 | $53K | Buy |
+1,067
| New | +$53K | ﹤0.01% | 469 |
|