IFP Advisors’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8K | Buy |
|
|||||
|
2025
Q1 | $1.08K | Sell |
|
|||||
|
2024
Q4 | $3.83K | Sell |
|
|||||
|
2024
Q3 | $96.7K | Sell |
|
|||||
|
2024
Q2 | $92K | Hold |
|
|||||
|
2024
Q1 | $107K | Buy |
|
|||||
|
2023
Q4 | $105K | Hold |
|
|||||
|
2023
Q3 | $83.2K | Hold |
|
|||||
|
2023
Q2 | $77.9K | Sell |
|
|||||
|
2023
Q1 | $137K | Sell |
|
|||||
|
2022
Q4 | $176K | Sell |
|
|||||
|
2022
Q3 | $178K | Buy |
|
|||||
|
2022
Q2 | $176K | Hold |
|
|||||
|
2022
Q1 | $176K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $10K | Hold |
|
|||||
|
2021
Q1 | $10K | Buy |
|
|||||
|
2020
Q4 | – | Hold |
|
|||||
|
2020
Q3 | – | Hold |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $0 | Buy |
|
|||||
|
2019
Q4 | – | Hold |
|
|||||
|
2019
Q3 | – | Hold |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1K | Sell |
|
|||||
|
2018
Q2 | $445K | Buy |
|
|||||
|
2018
Q1 | $376K | Hold |
|
|||||
|
2017
Q4 | $376K | Sell |
|
|||||
|
2017
Q3 | $354K | Sell |
|
|||||
|
2017
Q2 | $355K | Sell |
|
|||||
|
2017
Q1 | $343K | Buy |
|
|||||
|
2016
Q4 | $325K | Sell |
|
|||||
|
2016
Q3 | $232K | Buy |
|
|||||
|
2016
Q2 | $200K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $225K | Buy |
|