JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.1K | Hold |
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|
2025
Q2 | $8.35K | Sell |
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|
2025
Q1 | $8.14K | Buy |
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|
2024
Q4 | $8.56K | Hold |
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|
2024
Q3 | $7.22K | Buy |
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|
2024
Q2 | $6.54K | Hold |
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|
2024
Q1 | $7.62K | Hold |
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|
2023
Q4 | $7.61K | Buy |
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|
2023
Q3 | $3.43K | Sell |
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|
2023
Q2 | $4.04K | Buy |
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|
2023
Q1 | $1.62K | Sell |
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|
2022
Q4 | $6.39K | Sell |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $2K | Buy |
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