Forum Financial Management’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 | $320K | Buy |
5,868
+3
| +0.1% | +$164 | ﹤0.01% | 637 |
|
|
2025
Q1 | $302K | Buy |
5,865
+3
| +0.1% | +$155 | 0.01% | 588 |
|
|
2024
Q4 | $324K | Buy |
5,862
+1,388
| +31% | +$76.6K | 0.01% | 570 |
|
|
2024
Q3 | $209K | Buy |
+4,474
| New | +$209K | ﹤0.01% | 703 |
|
|
2024
Q2 | – | Sell |
-4,467
| Closed | -$227K | – | 774 |
|
|
2024
Q1 | $227K | Hold |
4,467
| – | – | ﹤0.01% | 644 |
|
|
2023
Q4 | $227K | Buy |
+4,467
| New | +$227K | ﹤0.01% | 584 |
|
|
2023
Q1 | – | Sell |
-5,334
| Closed | -$253K | – | 642 |
|
|
2022
Q4 | $253K | Hold |
5,334
| – | – | 0.01% | 445 |
|
|
2022
Q3 | $241K | Hold |
5,334
| – | – | 0.01% | 427 |
|
|
2022
Q2 | $225K | Sell |
5,334
-272
| -5% | -$11.5K | 0.01% | 466 |
|
|
2022
Q1 | $314K | Buy |
+5,606
| New | +$314K | 0.02% | 371 |
|