Dimensional Fund Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416M | Buy |
7,623,566
+515,484
| +7% | +$28.1M | 0.1% | 175 |
|
|
2025
Q1 | $366M | Buy |
7,108,082
+487,264
| +7% | +$25.1M | 0.09% | 192 |
|
|
2024
Q4 | $366M | Buy |
6,620,818
+45,310
| +0.7% | +$2.5M | 0.09% | 198 |
|
|
2024
Q3 | $306M | Buy |
6,575,508
+1,053,464
| +19% | +$49.1M | 0.07% | 273 |
|
|
2024
Q2 | $241M | Buy |
5,522,044
+1,206,575
| +28% | +$52.6M | 0.06% | 356 |
|
|
2024
Q1 | $219M | Buy |
4,315,469
+399,456
| +10% | +$20.3M | 0.06% | 390 |
|
|
2023
Q4 | $199M | Buy |
3,916,013
+430,331
| +12% | +$21.8M | 0.06% | 407 |
|
|
2023
Q3 | $141M | Buy |
3,485,682
+90,056
| +3% | +$3.63M | 0.05% | 543 |
|
|
2023
Q2 | $128M | Sell |
3,395,626
-271,069
| -7% | -$10.2M | 0.04% | 621 |
|
|
2023
Q1 | $145M | Sell |
3,666,695
-90,104
| -2% | -$3.55M | 0.05% | 521 |
|
|
2022
Q4 | $178K | Sell |
3,756,799
-841,401
| -18% | -$39.8K | 0.05% | 384 |
|
|
2022
Q3 | $208M | Sell |
4,598,200
-415,054
| -8% | -$18.8M | 0.08% | 256 |
|
|
2022
Q2 | $211M | Sell |
5,013,254
-1,137,198
| -18% | -$47.9M | 0.08% | 277 |
|
|
2022
Q1 | $345M | Buy |
6,150,452
+4,703,278
| +325% | +$264M | 0.11% | 160 |
|
|
2021
Q4 | $80.8M | Sell |
1,447,174
-13,267
| -0.9% | -$741K | 0.02% | 1048 |
|
|
2021
Q3 | $79.5M | Sell |
1,460,441
-54,422
| -4% | -$2.96M | 0.03% | 1021 |
|
|
2021
Q2 | $80.8M | Sell |
1,514,863
-289,847
| -16% | -$15.5M | 0.03% | 1030 |
|
|
2021
Q1 | $99.5M | Buy |
1,804,710
+19,963
| +1% | +$1.1M | 0.03% | 834 |
|
|
2020
Q4 | $75.2M | Sell |
1,784,747
-127,796
| -7% | -$5.39M | 0.03% | 1014 |
|
|
2020
Q3 | $50.5M | Buy |
1,912,543
+73,581
| +4% | +$1.94M | 0.02% | 1193 |
|
|
2020
Q2 | $52.6M | Buy |
1,838,962
+302,129
| +20% | +$8.64M | 0.02% | 1156 |
|
|
2020
Q1 | $35.2M | Buy |
1,536,833
+133,096
| +9% | +$3.05M | 0.02% | 1342 |
|
|
2019
Q4 | $74.9M | Buy |
1,403,737
+81,312
| +6% | +$4.34M | 0.03% | 1018 |
|
|
2019
Q3 | $62M | Buy |
1,322,425
+97,011
| +8% | +$4.55M | 0.02% | 1179 |
|
|
2019
Q2 | $58.5M | Buy |
1,225,414
+75,932
| +7% | +$3.63M | 0.02% | 1267 |
|
|
2019
Q1 | $58.2M | Sell |
1,149,482
-3,623
| -0.3% | -$184K | 0.02% | 1239 |
|
|
2018
Q4 | $56.8M | Sell |
1,153,105
-21,079
| -2% | -$1.04M | 0.03% | 1083 |
|
|
2018
Q3 | $69.2M | Sell |
1,174,184
-47,423
| -4% | -$2.8M | 0.03% | 1082 |
|
|
2018
Q2 | $77.8M | Sell |
1,221,607
-116,102
| -9% | -$7.4M | 0.03% | 898 |
|
|
2018
Q1 | $74.1M | Sell |
1,337,709
-376,920
| -22% | -$20.9M | 0.03% | 897 |
|
|
2017
Q4 | $96.3M | Sell |
1,714,629
-662,053
| -28% | -$37.2M | 0.04% | 652 |
|
|
2017
Q3 | $125M | Sell |
2,376,682
-546,160
| -19% | -$28.7M | 0.05% | 441 |
|
|
2017
Q2 | $153M | Sell |
2,922,842
-1,245,579
| -30% | -$65M | 0.07% | 287 |
|
|
2017
Q1 | $209M | Sell |
4,168,421
-224,112
| -5% | -$11.2M | 0.1% | 173 |
|
|
2016
Q4 | $238M | Sell |
4,392,533
-196,097
| -4% | -$10.6M | 0.12% | 122 |
|
|
2016
Q3 | $174M | Sell |
4,588,630
-602,356
| -12% | -$22.9M | 0.09% | 183 |
|
|
2016
Q2 | $176M | Sell |
5,190,986
-554,504
| -10% | -$18.8M | 0.1% | 174 |
|
|
2016
Q1 | $206M | Sell |
5,745,490
-52,430
| -0.9% | -$1.88M | 0.12% | 124 |
|
|
2015
Q4 | $216M | Sell |
5,797,920
-92,603
| -2% | -$3.44M | 0.13% | 111 |
|
|
2015
Q3 | $210M | Sell |
5,890,523
-124,217
| -2% | -$4.43M | 0.14% | 106 |
|
|
2015
Q2 | $238M | Sell |
6,014,740
-33,872
| -0.6% | -$1.34M | 0.15% | 90 |
|
|
2015
Q1 | $224M | Buy |
6,048,612
+30,896
| +0.5% | +$1.14M | 0.14% | 96 |
|
|
2014
Q4 | $196M | Buy |
6,017,716
+91,743
| +2% | +$2.98M | 0.13% | 116 |
|
|
2014
Q3 | $173M | Buy |
5,925,973
+158,647
| +3% | +$4.62M | 0.12% | 129 |
|
|
2014
Q2 | $182M | Buy |
5,767,326
+315,770
| +6% | +$9.96M | 0.13% | 120 |
|
|
2014
Q1 | $169M | Sell |
5,451,556
-759
| -0% | -$23.6K | 0.13% | 126 |
|
|
2013
Q4 | $170M | Buy |
5,452,315
+112,926
| +2% | +$3.52M | 0.13% | 118 |
|
|
2013
Q3 | $136M | Buy |
5,339,389
+117,108
| +2% | +$2.99M | 0.12% | 144 |
|
|
2013
Q2 | $134M | Buy |
+5,222,281
| New | +$134M | 0.13% | 132 |
|