Legacy Wealth Management (Mississippi)’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,795
| Closed | -$265K | – | 103 |
|
|
2024
Q4 | $265K | Sell |
4,795
-1,180
| -20% | -$65.2K | 0.11% | 82 |
|
|
2024
Q3 | $278K | Sell |
5,975
-13,630
| -70% | -$635K | 0.1% | 87 |
|
|
2024
Q2 | $855K | Sell |
19,605
-895
| -4% | -$39K | 0.36% | 47 |
|
|
2024
Q1 | $1.04M | Hold |
20,500
| – | – | 0.47% | 42 |
|
|
2023
Q4 | $1.04M | Sell |
20,500
-2,585
| -11% | -$131K | 0.5% | 43 |
|
|
2023
Q3 | $931K | Sell |
23,085
-7,685
| -25% | -$310K | 0.48% | 47 |
|
|
2023
Q2 | $1.16M | Sell |
30,770
-55
| -0.2% | -$2.08K | 0.58% | 43 |
|
|
2023
Q1 | $1.22M | Hold |
30,825
| – | – | 0.67% | 39 |
|
|
2022
Q4 | $1.46M | Sell |
30,825
-2,515
| -8% | -$119K | 0.86% | 34 |
|
|
2022
Q3 | $1.51M | Hold |
33,340
| – | – | 1.02% | 31 |
|
|
2022
Q2 | $1.41M | Buy |
+33,340
| New | +$1.41M | 0.85% | 39 |
|