EFS
Essex Financial Services’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
20,154
+311
| +2% | +$17K | 0.07% | 236 |
|
|
2025
Q1 | $1.02M | Sell |
19,843
-161
| -0.8% | -$8.3K | 0.07% | 227 |
|
|
2024
Q4 | $1.1M | Buy |
20,004
+49
| +0.2% | +$2.71K | 0.08% | 218 |
|
|
2024
Q3 | $1.04M | Sell |
19,955
-1,647
| -8% | -$85.5K | 0.07% | 236 |
|
|
2024
Q2 | $950K | Buy |
21,602
+631
| +3% | +$27.7K | 0.07% | 242 |
|
|
2024
Q1 | $1.06M | Buy |
20,971
+1,285
| +7% | +$65.2K | 0.1% | 199 |
|
|
2023
Q4 | $999K | Sell |
19,686
-16,338
| -45% | -$829K | 0.1% | 189 |
|
|
2023
Q3 | $1.45M | Buy |
36,024
+16,133
| +81% | +$650K | 0.17% | 128 |
|
|
2023
Q2 | $751K | Sell |
19,891
-695
| -3% | -$26.2K | 0.09% | 220 |
|
|
2023
Q1 | $812K | Sell |
20,586
-68
| -0.3% | -$2.68K | 0.09% | 211 |
|
|
2022
Q4 | $977K | Buy |
20,654
+66
| +0.3% | +$3.12K | 0.1% | 186 |
|
|
2022
Q3 | $931K | Sell |
20,588
-103
| -0.5% | -$4.66K | 0.11% | 174 |
|
|
2022
Q2 | $872K | Buy |
20,691
+20
| +0.1% | +$843 | 0.1% | 196 |
|
|
2022
Q1 | $1.16M | Sell |
20,671
-337
| -2% | -$18.9K | 0.11% | 185 |
|
|
2021
Q4 | $1.17M | Sell |
21,008
-244
| -1% | -$13.6K | 0.12% | 179 |
|
|
2021
Q3 | $1.16M | Buy |
21,252
+5,356
| +34% | +$292K | 0.13% | 166 |
|
|
2021
Q2 | $876K | Hold |
15,896
| – | – | 0.13% | 172 |
|
|
2021
Q1 | $876K | Sell |
15,896
-4,372
| -22% | -$241K | 0.16% | 145 |
|
|
2020
Q4 | $854K | Sell |
20,268
-744
| -4% | -$31.3K | 0.17% | 133 |
|
|
2020
Q3 | $555K | Buy |
21,012
+5,733
| +38% | +$151K | 0.14% | 143 |
|
|
2020
Q2 | $437K | Buy |
15,279
+355
| +2% | +$10.2K | 0.13% | 145 |
|
|
2020
Q1 | $342K | Buy |
14,924
+420
| +3% | +$9.63K | 0.12% | 167 |
|
|
2019
Q4 | $774K | Buy |
14,504
+271
| +2% | +$14.5K | 0.21% | 110 |
|
|
2019
Q3 | $667K | Buy |
14,233
+11
| +0.1% | +$515 | 0.22% | 111 |
|
|
2019
Q2 | $679K | Sell |
14,222
-2,921
| -17% | -$139K | 0.2% | 106 |
|
|
2019
Q1 | $869K | Buy |
17,143
+7
| +0% | +$355 | 0.26% | 86 |
|
|
2018
Q4 | $845K | Buy |
17,136
+2,473
| +17% | +$122K | 0.26% | 88 |
|
|
2018
Q3 | $865K | Buy |
14,663
+6
| +0% | +$354 | 0.19% | 107 |
|
|
2018
Q2 | $934K | Buy |
14,657
+5
| +0% | +$319 | 0.23% | 99 |
|
|
2018
Q1 | $812K | Sell |
14,652
-203
| -1% | -$11.3K | 0.16% | 138 |
|
|
2017
Q4 | $834K | Sell |
14,855
-1
| -0% | -$56 | 0.2% | 103 |
|
|
2017
Q3 | $781K | Buy |
14,856
+407
| +3% | +$21.4K | 0.19% | 110 |
|
|
2017
Q2 | $755K | Sell |
14,449
-1,494
| -9% | -$78.1K | 0.16% | 139 |
|
|
2017
Q1 | $798K | Sell |
15,943
-438
| -3% | -$21.9K | 0.18% | 121 |
|
|
2016
Q4 | $889K | Buy |
16,381
+723
| +5% | +$39.2K | 0.19% | 117 |
|
|
2016
Q3 | $595K | Buy |
15,658
+7
| +0% | +$266 | 0.14% | 144 |
|
|
2016
Q2 | $531K | Buy |
15,651
+80
| +0.5% | +$2.71K | 0.13% | 155 |
|
|
2016
Q1 | $559K | Buy |
15,571
+7
| +0% | +$251 | 0.14% | 156 |
|
|
2015
Q4 | $579K | Sell |
15,564
-158
| -1% | -$5.88K | 0.14% | 162 |
|
|
2015
Q3 | $560K | Buy |
15,722
+6
| +0% | +$214 | 0.15% | 156 |
|
|
2015
Q2 | $622K | Sell |
15,716
-157
| -1% | -$6.21K | 0.16% | 151 |
|
|
2015
Q1 | $588K | Buy |
15,873
+6
| +0% | +$222 | 0.15% | 158 |
|
|
2014
Q4 | $516K | Buy |
15,867
+6
| +0% | +$195 | 0.13% | 169 |
|
|
2014
Q3 | $462K | Buy |
15,861
+7
| +0% | +$204 | 0.14% | 170 |
|
|
2014
Q2 | $500K | Buy |
15,854
+7
| +0% | +$221 | 0.15% | 157 |
|
|
2014
Q1 | $492K | Buy |
15,847
+1,449
| +10% | +$45K | 0.16% | 146 |
|
|
2013
Q4 | $449K | Buy |
14,398
+2,513
| +21% | +$78.4K | 0.15% | 143 |
|
|
2013
Q3 | $303 | Buy |
11,885
+332
| +3% | +$8 | 0.1% | 191 |
|
|
2013
Q2 | $297K | Buy |
+11,553
| New | +$297K | 0.1% | 189 |
|