Global Retirement Partners’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 | $5.46K | Buy |
+100
| New | +$5.46K | ﹤0.01% | 2869 |
|
|
2024
Q4 | $71.3K | Sell |
1,291
-2
| -0.2% | -$110 | ﹤0.01% | 1444 |
|
|
2024
Q3 | $60.3K | Sell |
1,293
-8
| -0.6% | -$373 | ﹤0.01% | 1477 |
|
|
2024
Q2 | $56.7K | Sell |
1,301
-16
| -1% | -$697 | ﹤0.01% | 1468 |
|
|
2024
Q1 | $66.9K | Buy |
1,317
+1,209
| +1,119% | +$61.4K | ﹤0.01% | 1267 |
|
|
2023
Q4 | $5.34K | Buy |
108
+74
| +218% | +$3.66K | ﹤0.01% | 2296 |
|
|
2023
Q3 | $1.31K | Buy |
34
+7
| +26% | +$270 | ﹤0.01% | 2690 |
|
|
2023
Q2 | $1.02K | Hold |
27
| – | – | ﹤0.01% | 2778 |
|
|
2023
Q1 | $911 | Sell |
27
-38
| -58% | -$1.28K | ﹤0.01% | 2761 |
|
|
2022
Q4 | $3.09K | Hold |
65
| – | – | ﹤0.01% | 2196 |
|
|
2022
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 2041 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2117 |
|
|
2022
Q1 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 2113 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$4K | – | 1803 |
|
|
2021
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 1717 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 1695 |
|
|
2021
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 1555 |
|
|
2020
Q3 | $2K | Sell |
65
-10
| -13% | -$308 | ﹤0.01% | 1515 |
|
|
2020
Q2 | $2K | Buy |
75
+2
| +3% | +$53 | ﹤0.01% | 1497 |
|
|
2020
Q1 | $2K | Sell |
73
-24
| -25% | -$658 | ﹤0.01% | 1446 |
|
|
2019
Q4 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 1351 |
|