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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $560K | Buy |
8,072
+1,539
| +24% | +$105K | ﹤0.01% | 2128 |
|
|
2025
Q4 | $411K | Buy |
6,533
+187
| +3% | +$11.1K | ﹤0.01% | 2293 |
|
|
2025
Q3 | $377K | Sell |
6,346
-459
| -7% | -$27.3K | ﹤0.01% | 2262 |
|
|
2025
Q2 | $372K | Sell |
6,805
-3,466
| -34% | -$173K | ﹤0.01% | 2190 |
|
|
2025
Q1 | $529K | Sell |
10,271
-1,132
| -10% | -$63K | ﹤0.01% | 1783 |
|
|
2024
Q4 | $630K | Sell |
11,403
-357
| -3% | -$19.6K | ﹤0.01% | 1714 |
|
|
2024
Q3 | $548K | Sell |
11,760
-1,054
| -8% | -$48.4K | ﹤0.01% | 1716 |
|
|
2024
Q2 | $523K | Sell |
12,814
-891
| -7% | -$39.7K | ﹤0.01% | 1750 |
|
|
2024
Q1 | $696K | Buy |
13,705
+717
| +6% | +$35.1K | ﹤0.01% | 1457 |
|
|
2023
Q4 | $659K | Sell |
12,988
-34
| -0.3% | -$1.47K | 0.01% | 1355 |
|
|
2023
Q3 | $525K | Buy |
13,022
+1,766
| +16% | +$75.1K | 0.01% | 1346 |
|
|
2023
Q2 | $425K | Buy |
11,256
+1,975
| +21% | +$72.9K | ﹤0.01% | 1413 |
|
|
2023
Q1 | $366K | Sell |
9,281
-3,355
| -27% | -$161K | ﹤0.01% | 1453 |
|
|
2022
Q4 | $598K | Buy |
12,636
+1,173
| +10% | +$58.7K | 0.01% | 1298 |
|
|
2022
Q3 | $518K | Buy |
11,463
+1,701
| +17% | +$78.7K | 0.01% | 1292 |
|
|
2022
Q2 | $411K | Buy |
9,762
+1,537
| +19% | +$74K | ﹤0.01% | 1437 |
|
|
2022
Q1 | $462K | Buy |
8,225
+4,377
| +114% | +$260K | ﹤0.01% | 1343 |
|
|
2021
Q4 | $215K | Sell |
3,848
-37
| -1% | -$2.08K | ﹤0.01% | 1838 |
|
|
2021
Q3 | $212K | Buy |
3,885
+43
| +1% | +$2.14K | ﹤0.01% | 1942 |
|
|
2021
Q2 | $205K | Sell |
3,842
-532
| -12% | -$29.5K | ﹤0.01% | 1853 |
|
|
2021
Q1 | $241K | Sell |
4,374
-1,253
| -22% | -$66.7K | ﹤0.01% | 1603 |
|
|
2020
Q4 | $237K | Buy |
+5,627
| New | +$203K | ﹤0.01% | 1612 |
|
Other funds holding WBS
VPM
VCM
