InceptionR’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,459
| Closed | -$578K | – | 863 |
|
|
2024
Q4 | $578K | Buy |
+10,459
| New | +$578K | 0.13% | 300 |
|
|
2024
Q3 | – | Sell |
-4,607
| Closed | -$201K | – | 893 |
|
|
2024
Q2 | $201K | Sell |
4,607
-5,072
| -52% | -$221K | 0.06% | 523 |
|
|
2024
Q1 | $491K | Buy |
+9,679
| New | +$491K | 0.13% | 302 |
|
|
2023
Q4 | – | Sell |
-8,672
| Closed | -$350K | – | 538 |
|
|
2023
Q3 | $350K | Sell |
8,672
-2,564
| -23% | -$103K | 0.2% | 226 |
|
|
2023
Q2 | $424K | Buy |
11,236
+2,357
| +27% | +$89K | 0.23% | 186 |
|
|
2023
Q1 | $350K | Buy |
+8,879
| New | +$350K | 0.11% | 325 |
|