LMCG Investments’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,724
| Closed | -$947K | – | 287 |
|
|
2024
Q2 | $947K | Sell |
21,724
-68
| -0.3% | -$2.96K | 0.06% | 190 |
|
|
2024
Q1 | $1.11M | Sell |
21,792
-8,031
| -27% | -$408K | 0.07% | 185 |
|
|
2023
Q4 | $1.51M | Buy |
29,823
+7,268
| +32% | +$369K | 0.09% | 182 |
|
|
2023
Q3 | $909K | Buy |
22,555
+433
| +2% | +$17.5K | 0.06% | 220 |
|
|
2023
Q2 | $835K | Hold |
22,122
| – | – | 0.05% | 227 |
|
|
2023
Q1 | $872K | Sell |
22,122
-139
| -0.6% | -$5.48K | 0.06% | 219 |
|
|
2022
Q4 | $1.05M | Sell |
22,261
-1,891
| -8% | -$89.5K | 0.07% | 208 |
|
|
2022
Q3 | $1.09M | Buy |
24,152
+1,146
| +5% | +$51.8K | 0.08% | 218 |
|
|
2022
Q2 | $970K | Hold |
23,006
| – | – | 0.07% | 224 |
|
|
2022
Q1 | $1.29M | Buy |
+23,006
| New | +$1.29M | 0.07% | 217 |
|