Kestra Advisory Services’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 | $377K | Sell |
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|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $630K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $215K | Sell |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $237K | Buy |
|