Geneos Wealth 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 | $66.1K | Sell |
1,211
-1,668
| -58% | -$91.1K | ﹤0.01% | 1433 |
|
|
2025
Q1 | $148K | Buy |
2,879
+2,269
| +372% | +$117K | ﹤0.01% | 1367 |
|
|
2024
Q4 | $33.7K | Buy |
610
+21
| +4% | +$1.16K | ﹤0.01% | 1489 |
|
|
2024
Q3 | $27.5K | Buy |
+589
| New | +$27.5K | ﹤0.01% | 1430 |
|
|
2024
Q2 | – | Sell |
-26
| Closed | -$1.32K | – | 2184 |
|
|
2024
Q1 | $1.32K | Sell |
26
-889
| -97% | -$45.1K | ﹤0.01% | 1969 |
|
|
2023
Q4 | $46.4K | Buy |
915
+10
| +1% | +$507 | ﹤0.01% | 1089 |
|
|
2023
Q3 | $36.5K | Buy |
+905
| New | +$36.5K | ﹤0.01% | 1173 |
|
|
2022
Q3 | – | Sell |
-4,490
| Closed | -$191K | – | 2604 |
|
|
2022
Q2 | $191K | Buy |
4,490
+8
| +0.2% | +$340 | 0.01% | 763 |
|
|
2022
Q1 | $251K | Buy |
+4,482
| New | +$251K | 0.01% | 719 |
|
|
2021
Q4 | – | Sell |
-70
| Closed | -$3K | – | 2887 |
|
|
2021
Q3 | $3K | Sell |
70
-40
| -36% | -$1.71K | ﹤0.01% | 2603 |
|
|
2021
Q2 | $5K | Buy |
110
+40
| +57% | +$1.82K | ﹤0.01% | 2474 |
|
|
2021
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 2837 |
|
|
2020
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 2573 |
|
|
2020
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 2587 |
|
|
2020
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 2524 |
|
|
2020
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 2437 |
|
|
2019
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 2326 |
|
|
2019
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 2266 |
|
|
2019
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 2192 |
|
|
2018
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 2146 |
|
|
2018
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 2139 |
|
|
2018
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 2002 |
|
|
2018
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 1981 |
|
|
2017
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 1969 |
|
|
2017
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 1921 |
|
|
2017
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 1874 |
|
|
2017
Q1 | $3K | Sell |
70
-16
| -19% | -$686 | ﹤0.01% | 1835 |
|
|
2016
Q4 | $4K | Hold |
86
| – | – | ﹤0.01% | 1712 |
|
|
2016
Q3 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 1719 |
|