JGUA
John G. Ullman & Associates’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
28,333
-134
| -0.5% | -$7.32K | 0.23% | 88 |
|
|
2025
Q1 | $1.47M | Sell |
28,467
-233
| -0.8% | -$12K | 0.23% | 94 |
|
|
2024
Q4 | $1.58M | Sell |
28,700
-1,400
| -5% | -$77.3K | 0.23% | 91 |
|
|
2024
Q3 | $1.4M | Sell |
30,100
-650
| -2% | -$30.3K | 0.2% | 92 |
|
|
2024
Q2 | $1.34M | Sell |
30,750
-750
| -2% | -$32.7K | 0.2% | 93 |
|
|
2024
Q1 | $1.6M | Sell |
31,500
-350
| -1% | -$17.8K | 0.25% | 87 |
|
|
2023
Q4 | $1.62M | Buy |
31,850
+400
| +1% | +$20.3K | 0.26% | 86 |
|
|
2023
Q3 | $1.27M | Sell |
31,450
-650
| -2% | -$26.2K | 0.21% | 93 |
|
|
2023
Q2 | $1.21M | Buy |
+32,100
| New | +$1.21M | 0.19% | 93 |
|