Latitude Advisors’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 | $690K | Hold |
12,636
| – | – | 0.35% | 67 |
|
|
2025
Q1 | $651K | Hold |
12,636
| – | – | 0.38% | 64 |
|
|
2024
Q4 | $698K | Hold |
12,636
| – | – | 0.39% | 60 |
|
|
2024
Q3 | $589K | Hold |
12,636
| – | – | 0.33% | 73 |
|
|
2024
Q2 | $551K | Hold |
12,636
| – | – | 0.34% | 67 |
|
|
2024
Q1 | $642K | Hold |
12,636
| – | – | 0.4% | 58 |
|
|
2023
Q4 | $641K | Hold |
12,636
| – | – | 0.45% | 48 |
|
|
2023
Q3 | $509K | Hold |
12,636
| – | – | 0.36% | 65 |
|
|
2023
Q2 | $477K | Hold |
12,636
| – | – | 0.33% | 70 |
|
|
2023
Q1 | $498K | Hold |
12,636
| – | – | 0.36% | 70 |
|
|
2022
Q4 | $598K | Hold |
12,636
| – | – | 0.45% | 44 |
|
|
2022
Q3 | $571K | Hold |
12,636
| – | – | 0.47% | 39 |
|
|
2022
Q2 | $533K | Sell |
12,636
-25,272
| -67% | -$1.07M | 0.49% | 50 |
|
|
2022
Q1 | $2.13M | Buy |
+37,908
| New | +$2.13M | 0.48% | 33 |
|