iSAM Funds (UK)’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 | $1.82M | Buy |
+33,307
| New | +$1.82M | 0.4% | 79 |
|
|
2025
Q1 | – | Sell |
-4,012
| Closed | -$222K | – | 431 |
|
|
2024
Q4 | $222K | Buy |
+4,012
| New | +$222K | 0.16% | 222 |
|
|
2023
Q4 | – | Sell |
-20,386
| Closed | -$822K | – | 358 |
|
|
2023
Q3 | $822K | Buy |
20,386
+10,327
| +103% | +$416K | 0.52% | 69 |
|
|
2023
Q2 | $380K | Buy |
+10,059
| New | +$380K | 0.34% | 118 |
|