Jones Financial Companies’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.4K | Buy |
1,066
+330
| +45% | +$18.1K | ﹤0.01% | 2163 |
|
|
2025
Q1 | $37.6K | Sell |
736
-2
| -0.3% | -$102 | ﹤0.01% | 2176 |
|
|
2024
Q4 | $40.8K | Sell |
738
-126
| -15% | -$6.96K | ﹤0.01% | 1956 |
|
|
2024
Q3 | $40.1K | Buy |
864
+237
| +38% | +$11K | ﹤0.01% | 1719 |
|
|
2024
Q2 | $27.3K | Buy |
+627
| New | +$27.3K | ﹤0.01% | 1454 |
|
|
2024
Q1 | – | Sell |
-53
| Closed | -$2.69K | – | 1455 |
|
|
2023
Q4 | $2.69K | Buy |
53
+35
| +194% | +$1.78K | ﹤0.01% | 863 |
|
|
2023
Q3 | $726 | Buy |
+18
| New | +$726 | ﹤0.01% | 653 |
|