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 |
|