Guggenheim Capital’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $263K | Sell |
3,787
-486
| -11% | -$33.3K | ﹤0.01% | 1435 |
|
|
2025
Q4 | $269K | Buy |
4,273
+396
| +10% | +$23.5K | ﹤0.01% | 1574 |
|
|
2025
Q3 | $230K | Sell |
3,877
-3,916
| -50% | -$233K | ﹤0.01% | 1482 |
|
|
2025
Q2 | $425K | Buy |
7,793
+571
| +8% | +$28.5K | ﹤0.01% | 1256 |
|
|
2025
Q1 | $372K | Sell |
7,222
-11,466
| -61% | -$638K | ﹤0.01% | 1340 |
|
|
2024
Q4 | $1.03M | Sell |
18,688
-943
| -5% | -$51.8K | 0.01% | 904 |
|
|
2024
Q3 | $915K | Sell |
19,631
-5,807
| -23% | -$267K | 0.01% | 1147 |
|
|
2024
Q2 | $1.11M | Buy |
25,438
+243
| +1% | +$10.8K | 0.01% | 1070 |
|
|
2024
Q1 | $1.28M | Sell |
25,195
-8,706
| -26% | -$426K | 0.01% | 1080 |
|
|
2023
Q4 | $1.72M | Buy |
33,901
+725
| +2% | +$31.3K | 0.01% | 909 |
|
|
2023
Q3 | $1.34M | Sell |
33,176
-20,377
| -38% | -$867K | 0.01% | 971 |
|
|
2023
Q2 | $2.02M | Sell |
53,553
-6,486
| -11% | -$239K | 0.02% | 851 |
|
|
2023
Q1 | $2.37M | Sell |
60,039
-24,135
| -29% | -$1.16M | 0.02% | 788 |
|
|
2022
Q4 | $3.98M | Sell |
84,174
-6,413
| -7% | -$321K | 0.04% | 608 |
|
|
2022
Q3 | $4.09M | Sell |
90,587
-6,344
| -7% | -$294K | 0.04% | 583 |
|
|
2022
Q2 | $4.08M | Sell |
96,931
-3,150
| -3% | -$152K | 0.03% | 628 |
|
|
2022
Q1 | $5.62M | Buy |
100,081
+19,957
| +25% | +$1.18M | 0.03% | 606 |
|
|
2021
Q4 | $4.47M | Buy |
80,124
+2,367
| +3% | +$133K | 0.02% | 728 |
|
|
2021
Q3 | $4.24M | Buy |
77,757
+15,126
| +24% | +$753K | 0.03% | 732 |
|
|
2021
Q2 | $3.34M | Buy |
62,631
+15,780
| +34% | +$875K | 0.02% | 838 |
|
|
2021
Q1 | $2.58M | Buy |
46,851
+32,990
| +238% | +$1.76M | 0.02% | 902 |
|
|
2020
Q4 | $584K | Buy |
+13,861
| New | +$500K | ﹤0.01% | 1570 |
|
|
2020
Q1 | – | Sell |
-4,824
| Closed | -$257K | – | 2022 |
|
|
2019
Q4 | $257K | Sell |
4,824
-2,130
| -31% | -$102K | ﹤0.01% | 1900 |
|
|
2019
Q3 | $326K | Buy |
6,954
+517
| +8% | +$24.4K | ﹤0.01% | 1811 |
|
|
2019
Q2 | $307K | Sell |
6,437
-210
| -3% | -$10.5K | ﹤0.01% | 1856 |
|
|
2019
Q1 | $337K | Sell |
6,647
-40,843
| -86% | -$2.21M | ﹤0.01% | 1855 |
|
|
2018
Q4 | $2.34M | Sell |
47,490
-5,481
| -10% | -$313K | 0.02% | 961 |
|
|
2018
Q3 | $3.12M | Buy |
52,971
+3,507
| +7% | +$228K | 0.02% | 996 |
|
|
2018
Q2 | $3.15M | Sell |
49,464
-10,432
| -17% | -$650K | 0.02% | 982 |
|
|
2018
Q1 | $3.32M | Sell |
59,896
-6,885
| -10% | -$389K | 0.01% | 1280 |
|
|
2017
Q4 | $3.75M | Sell |
66,781
-4,891
| -7% | -$268K | 0.01% | 1207 |
|
|
2017
Q3 | $3.77M | Buy |
71,672
+155
| +0.2% | +$7.75K | 0.01% | 1226 |
|
|
2017
Q2 | $3.73M | Buy |
71,517
+12,293
| +21% | +$621K | 0.01% | 1189 |
|
|
2017
Q1 | $2.96M | Buy |
59,224
+34,003
| +135% | +$1.82M | 0.01% | 1359 |
|
|
2016
Q4 | $1.37M | Sell |
25,221
-14,055
| -36% | -$646K | ﹤0.01% | 1952 |
|
|
2016
Q3 | $1.49M | Buy |
39,276
+14,686
| +60% | +$541K | ﹤0.01% | 1813 |
|
|
2016
Q2 | $835K | Sell |
24,590
-25,157
| -51% | -$916K | ﹤0.01% | 2162 |
|
|
2016
Q1 | $1.79M | Sell |
49,747
-3,523
| -7% | -$121K | 0.01% | 1650 |
|
|
2015
Q4 | $1.98M | Sell |
53,270
-10,140
| -16% | -$384K | 0.01% | 1621 |
|
|
2015
Q3 | $2.26M | Buy |
63,410
+33,156
| +110% | +$1.23M | 0.01% | 1504 |
|
|
2015
Q2 | $1.2M | Buy |
30,254
+1,467
| +5% | +$55.3K | ﹤0.01% | 2123 |
|
|
2015
Q1 | $1.07M | Buy |
28,787
+10,828
| +60% | +$364K | ﹤0.01% | 2202 |
|
|
2014
Q4 | $584K | Buy |
17,959
+7,437
| +71% | +$230K | ﹤0.01% | 2467 |
|
|
2014
Q3 | $306K | Buy |
10,522
+1,486
| +16% | +$44.2K | ﹤0.01% | 2723 |
|
|
2014
Q2 | $285K | Sell |
9,036
-4,462
| -33% | -$136K | ﹤0.01% | 2790 |
|
|
2014
Q1 | $419K | Sell |
13,498
-64,746
| -83% | -$1.99M | ﹤0.01% | 2646 |
|
|
2013
Q4 | $2.44M | Buy |
78,244
+18,364
| +31% | +$522K | 0.01% | 1598 |
|
|
2013
Q3 | $1.53M | Buy |
59,880
+3,117
| +5% | +$83K | 0.01% | 1812 |
|
|
2013
Q2 | $1.46M | Buy |
+56,763
| New | +$1.34M | 0.01% | 1745 |
|
Other funds holding WBS
VPM
VCM
