IFP 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 | $42.8K | Buy |
783
+762
| +3,629% | +$41.6K | ﹤0.01% | 2128 |
|
|
2025
Q1 | $1.08K | Sell |
21
-48
| -70% | -$2.48K | ﹤0.01% | 3315 |
|
|
2024
Q4 | $3.83K | Sell |
69
-2,006
| -97% | -$111K | ﹤0.01% | 2899 |
|
|
2024
Q3 | $96.7K | Sell |
2,075
-35
| -2% | -$1.63K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $92K | Hold |
2,110
| – | – | ﹤0.01% | 1405 |
|
|
2024
Q1 | $107K | Buy |
2,110
+46
| +2% | +$2.34K | ﹤0.01% | 1262 |
|
|
2023
Q4 | $105K | Hold |
2,064
| – | – | ﹤0.01% | 1222 |
|
|
2023
Q3 | $83.2K | Hold |
2,064
| – | – | ﹤0.01% | 1349 |
|
|
2023
Q2 | $77.9K | Sell |
2,064
-32
| -2% | -$1.21K | ﹤0.01% | 1427 |
|
|
2023
Q1 | $137K | Sell |
2,096
-585
| -22% | -$38.1K | 0.01% | 1099 |
|
|
2022
Q4 | $176K | Sell |
2,681
-26
| -1% | -$1.71K | ﹤0.01% | 1421 |
|
|
2022
Q3 | $178K | Buy |
2,707
+21
| +0.8% | +$1.38K | ﹤0.01% | 1480 |
|
|
2022
Q2 | $176K | Hold |
2,686
| – | – | 0.01% | 1341 |
|
|
2022
Q1 | $176K | Buy |
+2,686
| New | +$176K | 0.01% | 1341 |
|
|
2021
Q3 | – | Sell |
-187
| Closed | -$10K | – | 4634 |
|
|
2021
Q2 | $10K | Hold |
187
| – | – | ﹤0.01% | 2216 |
|
|
2021
Q1 | $10K | Buy |
+187
| New | +$10K | ﹤0.01% | 2137 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4106 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3951 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | – | – | 3773 |
|
|
2020
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 3679 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3650 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3671 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$1K | – | 3837 |
|
|
2018
Q3 | $1K | Sell |
12
-6,971
| -100% | -$581K | ﹤0.01% | 3693 |
|
|
2018
Q2 | $445K | Buy |
6,983
+292
| +4% | +$18.6K | 0.02% | 704 |
|
|
2018
Q1 | $376K | Hold |
6,691
| – | – | 0.02% | 738 |
|
|
2017
Q4 | $376K | Sell |
6,691
-45
| -0.7% | -$2.53K | 0.02% | 735 |
|
|
2017
Q3 | $354K | Sell |
6,736
-55
| -0.8% | -$2.89K | 0.01% | 844 |
|
|
2017
Q2 | $355K | Sell |
6,791
-65
| -0.9% | -$3.4K | 0.02% | 825 |
|
|
2017
Q1 | $343K | Buy |
6,856
+870
| +15% | +$43.5K | 0.01% | 855 |
|
|
2016
Q4 | $325K | Sell |
5,986
-113
| -2% | -$6.14K | 0.02% | 817 |
|
|
2016
Q3 | $232K | Buy |
6,099
+195
| +3% | +$7.42K | 0.01% | 930 |
|
|
2016
Q2 | $200K | Buy |
+5,904
| New | +$200K | 0.01% | 967 |
|
|
2016
Q1 | – | Sell |
-6,057
| Closed | -$225K | – | 3457 |
|
|
2015
Q4 | $225K | Buy |
+6,057
| New | +$225K | 0.02% | 783 |
|