First Foundation Advisors’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
12,403
+1,400
| +13% | +$76.4K | 0.03% | 218 |
|
|
2025
Q1 | $567K | Buy |
11,003
+950
| +9% | +$49K | 0.02% | 212 |
|
|
2024
Q4 | $555K | Sell |
10,053
-27,819
| -73% | -$1.54M | 0.02% | 219 |
|
|
2024
Q3 | $1.77M | Sell |
37,872
-18
| -0% | -$839 | 0.07% | 133 |
|
|
2024
Q2 | $1.65M | Sell |
37,890
-43
| -0.1% | -$1.87K | 0.06% | 131 |
|
|
2024
Q1 | $1.93M | Sell |
37,933
-93
| -0.2% | -$4.72K | 0.08% | 120 |
|
|
2023
Q4 | $1.93M | Sell |
38,026
-37
| -0.1% | -$1.88K | 0.09% | 118 |
|
|
2023
Q3 | $1.53M | Sell |
38,063
-23
| -0.1% | -$927 | 0.07% | 141 |
|
|
2023
Q2 | $1.44M | Sell |
38,086
-95
| -0.2% | -$3.59K | 0.06% | 154 |
|
|
2023
Q1 | $1.51M | Buy |
38,181
+35
| +0.1% | +$1.38K | 0.07% | 145 |
|
|
2022
Q4 | $1.81M | Sell |
38,146
-37,121
| -49% | -$1.76M | 0.09% | 136 |
|
|
2022
Q3 | $3.4M | Sell |
75,267
-77
| -0.1% | -$3.48K | 0.17% | 89 |
|
|
2022
Q2 | $3.18M | Buy |
75,344
+308
| +0.4% | +$13K | 0.14% | 96 |
|
|
2022
Q1 | $4.21M | Buy |
+75,036
| New | +$4.21M | 0.15% | 86 |
|