Greenleaf Trust’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 | $287K | Sell |
5,254
-377
| -7% | -$20.6K | ﹤0.01% | 645 |
|
2025
Q1 | $290K | Sell |
5,631
-299
| -5% | -$15.4K | ﹤0.01% | 657 |
|
2024
Q4 | $327K | Buy |
5,930
+134
| +2% | +$7.4K | ﹤0.01% | 624 |
|
2024
Q3 | $270K | Buy |
5,796
+175
| +3% | +$8.16K | ﹤0.01% | 697 |
|
2024
Q2 | $245K | Buy |
5,621
+70
| +1% | +$3.05K | ﹤0.01% | 681 |
|
2024
Q1 | $282K | Sell |
5,551
-62
| -1% | -$3.15K | ﹤0.01% | 625 |
|
2023
Q4 | $285K | Buy |
5,613
+196
| +4% | +$9.95K | ﹤0.01% | 608 |
|
2023
Q3 | $218K | Buy |
5,417
+104
| +2% | +$4.19K | ﹤0.01% | 686 |
|
2023
Q2 | $201K | Sell |
5,313
-293
| -5% | -$11.1K | ﹤0.01% | 727 |
|
2023
Q1 | $221K | Sell |
5,606
-3
| -0.1% | -$118 | ﹤0.01% | 705 |
|
2022
Q4 | $266K | Sell |
5,609
-21
| -0.4% | -$996 | ﹤0.01% | 623 |
|
2022
Q3 | $254K | Buy |
5,630
+325
| +6% | +$14.7K | ﹤0.01% | 593 |
|
2022
Q2 | $224K | Buy |
5,305
+425
| +9% | +$17.9K | ﹤0.01% | 647 |
|
2022
Q1 | $274K | Buy |
+4,880
| New | +$274K | ﹤0.01% | 620 |
|