J.P. Morgan Private Wealth Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $418K | Sell |
10,359
-2,114
| -17% | -$85.2K | ﹤0.01% | 1320 |
|
|
2023
Q2 | $471K | Sell |
12,473
-18,382
| -60% | -$694K | ﹤0.01% | 1062 |
|
|
2023
Q1 | $1.22M | Sell |
30,855
-1,334
| -4% | -$52.6K | ﹤0.01% | 1082 |
|
|
2022
Q4 | $1.52M | Sell |
32,189
-341
| -1% | -$16.1K | ﹤0.01% | 947 |
|
|
2022
Q3 | $1.47M | Buy |
32,530
+653
| +2% | +$29.5K | ﹤0.01% | 965 |
|
|
2022
Q2 | $1.34M | Buy |
31,877
+713
| +2% | +$30.1K | ﹤0.01% | 995 |
|
|
2022
Q1 | $1.75M | Buy |
31,164
+3,467
| +13% | +$195K | ﹤0.01% | 958 |
|
|
2021
Q4 | $1.55M | Sell |
27,697
-2,936
| -10% | -$164K | ﹤0.01% | 1028 |
|
|
2021
Q3 | $1.67M | Buy |
30,633
+967
| +3% | +$52.7K | ﹤0.01% | 975 |
|
|
2021
Q2 | $1.58M | Sell |
29,666
-176
| -0.6% | -$9.39K | ﹤0.01% | 982 |
|
|
2021
Q1 | $1.65M | Sell |
29,842
-83
| -0.3% | -$4.58K | 0.01% | 833 |
|
|
2020
Q4 | $1.26M | Sell |
29,925
-1,805
| -6% | -$76.1K | ﹤0.01% | 919 |
|
|
2020
Q3 | $838K | Sell |
31,730
-1,280
| -4% | -$33.8K | ﹤0.01% | 951 |
|
|
2020
Q2 | $944K | Buy |
33,010
+16,832
| +104% | +$481K | ﹤0.01% | 833 |
|
|
2020
Q1 | $370K | Buy |
16,178
+12,161
| +303% | +$278K | ﹤0.01% | 1053 |
|
|
2019
Q4 | $214K | Buy |
+4,017
| New | +$214K | ﹤0.01% | 1373 |
|
|
2017
Q1 | – | Sell |
-5,338
| Closed | -$290K | – | 1371 |
|
|
2016
Q4 | $290K | Buy |
+5,338
| New | +$290K | ﹤0.01% | 1011 |
|
|
2015
Q3 | – | Sell |
-6,335
| Closed | -$251K | – | 1145 |
|
|
2015
Q2 | $251K | Buy |
6,335
+5
| +0.1% | +$198 | ﹤0.01% | 905 |
|
|
2015
Q1 | $235K | Buy |
+6,330
| New | +$235K | ﹤0.01% | 981 |
|