Journey Strategic Wealth’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 | $368K | Buy |
6,747
+210
| +3% | +$11.5K | 0.01% | 368 |
|
|
2025
Q1 | $337K | Buy |
6,537
+86
| +1% | +$4.43K | 0.01% | 309 |
|
|
2024
Q4 | $356K | Hold |
6,451
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $301K | Buy |
6,451
+540
| +9% | +$25.2K | 0.01% | 336 |
|
|
2024
Q2 | $258K | Buy |
5,911
+508
| +9% | +$22.1K | 0.01% | 292 |
|
|
2024
Q1 | $274K | Hold |
5,403
| – | – | 0.01% | 207 |
|
|
2023
Q4 | $274K | Hold |
5,403
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $218K | Sell |
5,403
-95
| -2% | -$3.83K | 0.01% | 158 |
|
|
2023
Q2 | $208K | Sell |
5,498
-8
| -0.1% | -$302 | 0.01% | 166 |
|
|
2023
Q1 | $217K | Sell |
5,506
-98
| -2% | -$3.86K | 0.02% | 214 |
|
|
2022
Q4 | $265K | Sell |
5,604
-964
| -15% | -$45.6K | 0.03% | 160 |
|
|
2022
Q3 | $297K | Buy |
+6,568
| New | +$297K | 0.04% | 105 |
|
|
2022
Q2 | – | Sell |
-6,967
| Closed | -$391K | – | 216 |
|
|
2022
Q1 | $391K | Buy |
+6,967
| New | +$391K | 0.04% | 76 |
|