Curi RMB Capital’s Webster Financial WBS Stock Holding History

Curi RMB Capital’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.74M	Buy	68,500 +182	+0.3%	+$9.94K	0.07%	244
2025 Q1	$3.52M	Sell	68,318 -3,580	-5%	-$185K	0.09%	219
2024 Q4	$3.97M	Buy	71,898 +1,123	+2%	+$62K	0.09%	209
2024 Q3	$3.3M	Hold	70,775	–	–	0.07%	222
2024 Q2	$3.09M	Buy	70,775 +2,727	+4%	+$119K	0.07%	225
2024 Q1	$3.45M	Hold	68,048	–	–	0.08%	214
2023 Q4	$3.45M	Buy	68,048 +45	+0.1%	+$2.28K	0.11%	187
2023 Q3	$2.74M	Hold	68,003	–	–	0.09%	190
2023 Q2	$2.57M	Hold	68,003	–	–	0.08%	197
2023 Q1	$2.68M	Hold	68,003	–	–	0.09%	184
2022 Q4	$3.22M	Sell	68,003 -37,771	-36%	-$1.79M	0.11%	170
2022 Q3	$4.78M	Buy	105,774 +27	+0%	+$1.22K	0.18%	134
2022 Q2	$4.46M	Sell	105,747 -15,590	-13%	-$657K	0.15%	143
2022 Q1	$6.81M	Hold	121,337	–	–	0.22%	114
2021 Q4	$6.78M	Buy	121,337 +36,383	+43%	+$2.03M	0.2%	116
2021 Q3	$4.63M	Sell	84,954 -2,785	-3%	-$152K	0.15%	139
2021 Q2	$4.68M	Hold	87,739	–	–	0.16%	140
2021 Q1	$4.84M	Hold	87,739	–	–	0.18%	135
2020 Q4	$3.7M	Buy	87,739 +18,735	+27%	+$790K	0.14%	153
2020 Q3	$1.82M	Buy	69,004 +16,871	+32%	+$445K	0.08%	204
2020 Q2	$1.49M	Hold	52,133	–	–	0.07%	240
2020 Q1	$1.19M	Sell	52,133 -62,626	-55%	-$1.43M	0.06%	263
2019 Q4	$6.12M	Buy	114,759 +1,029	+0.9%	+$54.9K	0.17%	127
2019 Q3	$5.33M	Sell	113,730 -305	-0.3%	-$14.3K	0.14%	142
2019 Q2	$5.45M	Sell	114,035 -4,160	-4%	-$199K	0.14%	141
2019 Q1	$5.99M	Hold	118,195	–	–	0.15%	137
2018 Q4	$5.83M	Buy	118,195 +1,231	+1%	+$60.7K	0.15%	143
2018 Q3	$6.9M	Sell	116,964 -6,188	-5%	-$365K	0.17%	139
2018 Q2	$7.85M	Sell	123,152 -49,317	-29%	-$3.14M	0.19%	126
2018 Q1	$9.56M	Sell	172,469 -29,970	-15%	-$1.66M	0.24%	97
2017 Q4	$11.4M	Sell	202,439 -16,844	-8%	-$946K	0.3%	75
2017 Q3	$11.5M	Buy	219,283 +28,270	+15%	+$1.49M	0.3%	78
2017 Q2	$9.98M	Buy	+191,013	New	+$9.98M	0.29%	95