Kovitz Investment Group Partners’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 | $288K | Sell |
5,263
-6
| -0.1% | -$328 | ﹤0.01% | 1150 |
|
|
2025
Q1 | $272K | Sell |
5,269
-643
| -11% | -$33.1K | ﹤0.01% | 1080 |
|
|
2024
Q4 | $326K | Buy |
5,912
+186
| +3% | +$10.3K | ﹤0.01% | 1012 |
|
|
2024
Q3 | $237K | Sell |
5,726
-4,932
| -46% | -$204K | ﹤0.01% | 913 |
|
|
2024
Q2 | $465K | Sell |
10,658
-246
| -2% | -$10.7K | ﹤0.01% | 658 |
|
|
2024
Q1 | $554K | Buy |
+10,904
| New | +$554K | 0.01% | 489 |
|