Focus Partners Wealth’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
$450K Buy
8,235
+2,343
+40% +$128K ﹤0.01% 1487
2025
Q1
$304K Sell
5,892
-2,776
-32% -$143K ﹤0.01% 1552
2024
Q4
$479K Sell
8,668
-68,972
-89% -$3.81M ﹤0.01% 1340
2024
Q3
$3.62M Sell
77,640
-74,168
-49% -$3.46M 0.01% 634
2024
Q2
$6.62M Buy
151,808
+77,443
+104% +$3.38M 0.02% 449
2024
Q1
$3.78M Buy
74,365
+9,134
+14% +$464K 0.03% 371
2023
Q4
$3.31M Buy
+65,231
New +$3.31M 0.04% 284