JB Capital’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 | $235K | Sell |
4,297
-29
| -0.7% | -$1.58K | 0.01% | 220 |
|
2025
Q1 | $223K | Buy |
+4,326
| New | +$223K | 0.01% | 200 |
|
2024
Q3 | – | Sell |
-9,141
| Closed | -$398K | – | 232 |
|
2024
Q2 | $398K | Buy |
9,141
+30
| +0.3% | +$1.31K | 0.03% | 163 |
|
2024
Q1 | $463K | Buy |
9,111
+31
| +0.3% | +$1.57K | 0.03% | 147 |
|
2023
Q4 | $461K | Buy |
9,080
+36
| +0.4% | +$1.83K | 0.03% | 141 |
|
2023
Q3 | $365K | Sell |
9,044
-12,896
| -59% | -$520K | 0.03% | 138 |
|
2023
Q2 | $828K | Buy |
21,940
+1,825
| +9% | +$68.9K | 0.07% | 92 |
|
2023
Q1 | $793K | Buy |
20,115
+652
| +3% | +$25.7K | 0.07% | 83 |
|
2022
Q4 | $921K | Buy |
19,463
+10,593
| +119% | +$501K | 0.09% | 82 |
|
2022
Q3 | $401K | Buy |
8,870
+29
| +0.3% | +$1.31K | 0.04% | 117 |
|
2022
Q2 | $373K | Buy |
8,841
+31
| +0.4% | +$1.31K | 0.04% | 178 |
|
2022
Q1 | $495K | Buy |
8,810
+24
| +0.3% | +$1.35K | 0.05% | 165 |
|
2021
Q4 | $491K | Buy |
8,786
+23
| +0.3% | +$1.28K | 0.05% | 167 |
|
2021
Q3 | $477K | Buy |
+8,763
| New | +$477K | 0.06% | 173 |
|