Envestnet Asset Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.63M | Sell |
124,323
-123,685
| -50% | -$8.47M | ﹤0.01% | 1925 |
|
|
2025
Q4 | $15.6M | Sell |
248,008
-4,893
| -2% | -$291K | ﹤0.01% | 1380 |
|
|
2025
Q3 | $15M | Sell |
252,901
-2,294
| -0.9% | -$137K | ﹤0.01% | 1490 |
|
|
2025
Q2 | $13.9M | Sell |
255,195
-12,592
| -5% | -$628K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $13.8M | Buy |
267,787
+4,684
| +2% | +$261K | ﹤0.01% | 1437 |
|
|
2024
Q4 | $14.5M | Sell |
263,103
-2,061
| -0.8% | -$113K | ﹤0.01% | 1391 |
|
|
2024
Q3 | $12.4M | Buy |
265,164
+964
| +0.4% | +$44.2K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $11.5M | Sell |
264,200
-73,013
| -22% | -$3.25M | ﹤0.01% | 1462 |
|
|
2024
Q1 | $17.1M | Buy |
337,213
+22,732
| +7% | +$1.11M | 0.01% | 1196 |
|
|
2023
Q4 | $16M | Sell |
314,481
-4,898
| -2% | -$212K | 0.01% | 1164 |
|
|
2023
Q3 | $12.9M | Buy |
319,379
+117,437
| +58% | +$4.99M | 0.01% | 1223 |
|
|
2023
Q2 | $7.62M | Buy |
201,942
+18,121
| +10% | +$669K | ﹤0.01% | 1459 |
|
|
2023
Q1 | $7.25M | Buy |
183,821
+32,880
| +22% | +$1.58M | ﹤0.01% | 1429 |
|
|
2022
Q4 | $7.15M | Buy |
150,941
+3,689
| +3% | +$185K | ﹤0.01% | 1389 |
|
|
2022
Q3 | $6.66M | Buy |
147,252
+18,493
| +14% | +$856K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $5.43M | Sell |
128,759
-19,211
| -13% | -$925K | ﹤0.01% | 1478 |
|
|
2022
Q1 | $8.3M | Buy |
147,970
+118,052
| +395% | +$7.01M | ﹤0.01% | 1317 |
|
|
2021
Q4 | $1.67M | Buy |
29,918
+5,679
| +23% | +$320K | ﹤0.01% | 2289 |
|
|
2021
Q3 | $1.32M | Sell |
24,239
-24,730
| -51% | -$1.23M | ﹤0.01% | 2365 |
|
|
2021
Q2 | $2.61M | Buy |
48,969
+3,054
| +7% | +$169K | ﹤0.01% | 1893 |
|
|
2021
Q1 | $2.53M | Buy |
45,915
+31,036
| +209% | +$1.65M | ﹤0.01% | 1804 |
|
|
2020
Q4 | $627K | Sell |
14,879
-6,359
| -30% | -$230K | ﹤0.01% | 2536 |
|
|
2020
Q3 | $561K | Sell |
21,238
-51,156
| -71% | -$1.39M | ﹤0.01% | 2392 |
|
|
2020
Q2 | $2.07M | Sell |
72,394
-10,331
| -12% | -$274K | ﹤0.01% | 1556 |
|
|
2020
Q1 | $1.89M | Buy |
82,725
+2,705
| +3% | +$110K | ﹤0.01% | 1449 |
|
|
2019
Q4 | $4.27M | Buy |
80,020
+8,077
| +11% | +$389K | ﹤0.01% | 1215 |
|
|
2019
Q3 | $3.37M | Buy |
71,943
+16,020
| +29% | +$757K | ﹤0.01% | 1259 |
|
|
2019
Q2 | $2.67M | Buy |
55,923
+2,291
| +4% | +$114K | ﹤0.01% | 1380 |
|
|
2019
Q1 | $2.72M | Buy |
53,632
+7,227
| +16% | +$392K | ﹤0.01% | 1316 |
|
|
2018
Q4 | $2.29M | Buy |
+46,405
| New | +$2.65M | ﹤0.01% | 1271 |
|
|
2018
Q3 | – | Sell |
-8,751
| Closed | -$557K | – | 2614 |
|
|
2018
Q2 | $557K | Buy |
8,751
+984
| +13% | +$61.3K | ﹤0.01% | 1270 |
|
|
2018
Q1 | $431K | Sell |
7,767
-13,127
| -63% | -$742K | ﹤0.01% | 1266 |
|
|
2017
Q4 | $1.17M | Buy |
20,894
+611
| +3% | +$33.4K | ﹤0.01% | 1149 |
|
|
2017
Q3 | $1.06M | Sell |
20,283
-126
| -0.6% | -$6.3K | ﹤0.01% | 1143 |
|
|
2017
Q2 | $1.06M | Buy |
20,409
+272
| +1% | +$13.7K | ﹤0.01% | 1159 |
|
|
2017
Q1 | $1.01M | Sell |
20,137
-2,008
| -9% | -$107K | ﹤0.01% | 1216 |
|
|
2016
Q4 | $1.2M | Buy |
22,145
+471
| +2% | +$21.6K | ﹤0.01% | 1116 |
|
|
2016
Q3 | $824K | Sell |
21,674
-8,183
| -27% | -$301K | ﹤0.01% | 1342 |
|
|
2016
Q2 | $1.01M | Buy |
29,857
+607
| +2% | +$22.1K | ﹤0.01% | 1331 |
|
|
2016
Q1 | $1.05M | Buy |
29,250
+2,085
| +8% | +$71.4K | ﹤0.01% | 1285 |
|
|
2015
Q4 | $1.01M | Buy |
27,165
+2,576
| +10% | +$97.6K | ﹤0.01% | 1293 |
|
|
2015
Q3 | $876K | Buy |
24,589
+1,210
| +5% | +$45.1K | ﹤0.01% | 1344 |
|
|
2015
Q2 | $925K | Buy |
23,379
+11,446
| +96% | +$432K | ﹤0.01% | 1431 |
|
|
2015
Q1 | $442K | Buy |
11,933
+11,743
| +6,181% | +$394K | ﹤0.01% | 1612 |
|
|
2014
Q4 | $6K | Buy |
190
+1
| +0.5% | +$31 | ﹤0.01% | 2090 |
|
|
2014
Q3 | $5K | Buy |
189
+89
| +89% | +$2.65K | ﹤0.01% | 2319 |
|
|
2014
Q2 | $3K | Buy |
100
+44
| +79% | +$1.34K | ﹤0.01% | 2443 |
|
|
2014
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 2329 |
|
|
2013
Q4 | $2K | Buy |
56
+1
| +2% | +$28 | ﹤0.01% | 2272 |
|
|
2013
Q3 | $1K | Buy |
+55
| New | +$1.46K | ﹤0.01% | 2323 |
|
Other funds holding WBS
VPM
VCM
