Hudson Valley Investment Advisors’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 | $2.52M | Sell |
46,175
-69
| -0.1% | -$3.77K | 0.28% | 83 |
|
|
2025
Q1 | $2.38M | Hold |
46,244
| – | – | 0.28% | 75 |
|
|
2024
Q4 | $2.55M | Sell |
46,244
-8,254
| -15% | -$456K | 0.29% | 74 |
|
|
2024
Q3 | $2.54M | Sell |
54,498
-19,426
| -26% | -$905K | 0.28% | 76 |
|
|
2024
Q2 | $3.8M | Buy |
73,924
+13,656
| +23% | +$702K | 0.49% | 63 |
|
|
2024
Q1 | $3.06M | Sell |
60,268
-88,990
| -60% | -$4.52M | 0.37% | 69 |
|
|
2023
Q4 | $6.84M | Buy |
149,258
+73,924
| +98% | +$3.39M | 0.94% | 37 |
|
|
2023
Q3 | $3.04M | Buy |
75,334
+14,956
| +25% | +$603K | 0.43% | 68 |
|
|
2023
Q2 | $2.28M | Sell |
60,378
-66,704
| -52% | -$2.52M | 0.31% | 83 |
|
|
2023
Q1 | $5.52M | Buy |
127,082
+62,609
| +97% | +$2.72M | 0.77% | 39 |
|
|
2022
Q4 | $3.05M | Sell |
64,473
-1,882
| -3% | -$89.1K | 0.46% | 63 |
|
|
2022
Q3 | $3M | Sell |
66,355
-3,902
| -6% | -$176K | 0.48% | 59 |
|
|
2022
Q2 | $2.96M | Sell |
70,257
-1,541
| -2% | -$64.9K | 0.46% | 62 |
|
|
2022
Q1 | $4.03M | Buy |
+71,798
| New | +$4.03M | 0.54% | 55 |
|