HighMark 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 | $155K | Buy |
2,842
+22
| +0.8% | +$1.2K | 0.08% | 88 |
|
|
2025
Q1 | $145K | Buy |
2,820
+19
| +0.7% | +$979 | 0.09% | 71 |
|
|
2024
Q4 | $155K | Buy |
2,801
+19
| +0.7% | +$1.05K | 0.09% | 63 |
|
|
2024
Q3 | $130K | Buy |
2,782
+25
| +0.9% | +$1.17K | 0.07% | 88 |
|
|
2024
Q2 | $120K | Buy |
2,757
+24
| +0.9% | +$1.05K | 0.07% | 86 |
|
|
2024
Q1 | $139K | Buy |
2,733
+23
| +0.8% | +$1.17K | 0.09% | 79 |
|
|
2023
Q4 | $138K | Buy |
2,710
+27
| +1% | +$1.37K | 0.1% | 76 |
|
|
2023
Q3 | $108K | Buy |
2,683
+24
| +0.9% | +$967 | 0.09% | 77 |
|
|
2023
Q2 | $100K | Buy |
2,659
+29
| +1% | +$1.1K | 0.08% | 81 |
|
|
2023
Q1 | $104K | Buy |
2,630
+19
| +0.7% | +$749 | 0.08% | 96 |
|
|
2022
Q4 | $124K | Buy |
2,611
+19
| +0.7% | +$899 | 0.09% | 68 |
|
|
2022
Q3 | $117K | Buy |
2,592
+21
| +0.8% | +$948 | 0.1% | 63 |
|
|
2022
Q2 | $108K | Buy |
2,571
+22
| +0.9% | +$924 | 0.09% | 67 |
|
|
2022
Q1 | $143K | Buy |
2,549
+16
| +0.6% | +$898 | 0.1% | 66 |
|
|
2021
Q4 | $141K | Buy |
2,533
+18
| +0.7% | +$1K | 0.09% | 67 |
|
|
2021
Q3 | $137K | Buy |
2,515
+19
| +0.8% | +$1.04K | 0.1% | 61 |
|
|
2021
Q2 | $133K | Buy |
2,496
+18
| +0.7% | +$959 | 0.1% | 61 |
|
|
2021
Q1 | $137K | Buy |
2,478
+19
| +0.8% | +$1.05K | 0.11% | 60 |
|
|
2020
Q4 | $104K | Buy |
2,459
+26
| +1% | +$1.1K | 0.09% | 66 |
|
|
2020
Q3 | $64K | Buy |
2,433
+33
| +1% | +$868 | 0.06% | 92 |
|
|
2020
Q2 | $69K | Buy |
2,400
+38
| +2% | +$1.09K | 0.08% | 66 |
|
|
2020
Q1 | $54K | Buy |
2,362
+20
| +0.9% | +$457 | 0.07% | 63 |
|
|
2019
Q4 | $124K | Buy |
+2,342
| New | +$124K | 0.13% | 48 |
|