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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56K | Hold |
806
| – | – | ﹤0.01% | 2176 |
|
|
2025
Q4 | $50.7K | Buy |
806
+23
| +3% | +$1.37K | ﹤0.01% | 2179 |
|
|
2025
Q3 | $46.5K | Hold |
783
| – | – | ﹤0.01% | 2106 |
|
|
2025
Q2 | $42.8K | Buy |
783
+762
| +3,629% | +$38K | ﹤0.01% | 2128 |
|
|
2025
Q1 | $1.08K | Sell |
21
-48
| -70% | -$2.67K | ﹤0.01% | 3315 |
|
|
2024
Q4 | $3.83K | Sell |
69
-2,006
| -97% | -$110K | ﹤0.01% | 2899 |
|
|
2024
Q3 | $96.7K | Sell |
2,075
-35
| -2% | -$1.61K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $92K | Hold |
2,110
| – | – | ﹤0.01% | 1405 |
|
|
2024
Q1 | $107K | Buy |
2,110
+46
| +2% | +$2.25K | ﹤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% | -$1.18K | ﹤0.01% | 1427 |
|
|
2023
Q1 | $137K | Sell |
2,096
-585
| -22% | -$28.1K | 0.01% | 1099 |
|
|
2022
Q4 | $176K | Sell |
2,681
-26
| -1% | -$1.3K | ﹤0.01% | 1421 |
|
|
2022
Q3 | $178K | Buy |
2,707
+21
| +0.8% | +$972 | ﹤0.01% | 1479 |
|
|
2022
Q2 | $176K | Hold |
2,686
| – | – | 0.01% | 1340 |
|
|
2022
Q1 | $176K | Buy |
+2,686
| New | +$159K | 0.01% | 1340 |
|
|
2021
Q3 | – | Sell |
-187
| Closed | -$10K | – | 4699 |
|
|
2021
Q2 | $10K | Hold |
187
| – | – | ﹤0.01% | 2225 |
|
|
2021
Q1 | $10K | Buy |
+187
| New | +$9.96K | ﹤0.01% | 2150 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4145 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3991 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$556 | – | 3812 |
|
|
2020
Q1 | $0 | Buy |
+21
| New | +$854 | ﹤0.01% | 3735 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3663 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3698 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$1K | – | 3898 |
|
|
2018
Q3 | $1K | Sell |
12
-6,971
| -100% | -$453K | ﹤0.01% | 3734 |
|
|
2018
Q2 | $445K | Buy |
6,983
+292
| +4% | +$18.2K | 0.02% | 706 |
|
|
2018
Q1 | $376K | Hold |
6,691
| – | – | 0.02% | 738 |
|
|
2017
Q4 | $376K | Sell |
6,691
-45
| -0.7% | -$2.46K | 0.02% | 738 |
|
|
2017
Q3 | $354K | Sell |
6,736
-55
| -0.8% | -$2.75K | 0.01% | 846 |
|
|
2017
Q2 | $355K | Sell |
6,791
-65
| -0.9% | -$3.28K | 0.02% | 826 |
|
|
2017
Q1 | $343K | Buy |
6,856
+870
| +15% | +$46.5K | 0.02% | 857 |
|
|
2016
Q4 | $325K | Sell |
5,986
-113
| -2% | -$5.19K | 0.02% | 818 |
|
|
2016
Q3 | $232K | Buy |
6,099
+195
| +3% | +$7.18K | 0.01% | 933 |
|
|
2016
Q2 | $200K | Buy |
+5,904
| New | +$215K | 0.01% | 969 |
|
|
2016
Q1 | – | Sell |
-6,057
| Closed | -$225K | – | 3458 |
|
|
2015
Q4 | $225K | Buy |
+6,057
| New | +$229K | 0.02% | 785 |
|
Other funds holding WBS
VPM
VCM
