LPL Financial’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 | $6.07M | Sell |
87,420
-6,525
| -7% | -$447K | ﹤0.01% | 2452 |
|
|
2025
Q4 | $5.91M | Buy |
93,945
+3,546
| +4% | +$211K | ﹤0.01% | 2388 |
|
|
2025
Q3 | $5.37M | Buy |
90,399
+13,721
| +18% | +$818K | ﹤0.01% | 2402 |
|
|
2025
Q2 | $4.19M | Sell |
76,678
-425
| -0.6% | -$21.2K | ﹤0.01% | 2460 |
|
|
2025
Q1 | $3.97M | Buy |
77,103
+6,948
| +10% | +$387K | ﹤0.01% | 2350 |
|
|
2024
Q4 | $3.87M | Buy |
70,155
+15,627
| +29% | +$858K | ﹤0.01% | 2280 |
|
|
2024
Q3 | $2.54M | Sell |
54,528
-10,878
| -17% | -$499K | ﹤0.01% | 2503 |
|
|
2024
Q2 | $2.85M | Buy |
65,406
+3,308
| +5% | +$147K | ﹤0.01% | 2304 |
|
|
2024
Q1 | $3.15M | Buy |
62,098
+4,218
| +7% | +$206K | ﹤0.01% | 2144 |
|
|
2023
Q4 | $2.94M | Buy |
57,880
+24,449
| +73% | +$1.06M | ﹤0.01% | 2092 |
|
|
2023
Q3 | $1.35M | Buy |
33,431
+2,334
| +8% | +$99.3K | ﹤0.01% | 2646 |
|
|
2023
Q2 | $1.17M | Buy |
31,097
+6,009
| +24% | +$222K | ﹤0.01% | 2715 |
|
|
2023
Q1 | $989K | Buy |
25,088
+2,568
| +11% | +$123K | ﹤0.01% | 2762 |
|
|
2022
Q4 | $1.07M | Buy |
22,520
+10,755
| +91% | +$539K | ﹤0.01% | 2584 |
|
|
2022
Q3 | $532K | Buy |
11,765
+18
| +0.2% | +$833 | ﹤0.01% | 3100 |
|
|
2022
Q2 | $495K | Sell |
11,747
-89
| -0.8% | -$4.29K | ﹤0.01% | 3211 |
|
|
2022
Q1 | $664K | Buy |
11,836
+4,095
| +53% | +$243K | ﹤0.01% | 2963 |
|
|
2021
Q4 | $432K | Buy |
7,741
+1,414
| +22% | +$79.6K | ﹤0.01% | 3405 |
|
|
2021
Q3 | $345K | Sell |
6,327
-1,163
| -16% | -$57.9K | ﹤0.01% | 3539 |
|
|
2021
Q2 | $400K | Sell |
7,490
-1,443
| -16% | -$80K | ﹤0.01% | 3349 |
|
|
2021
Q1 | $492K | Buy |
+8,933
| New | +$476K | ﹤0.01% | 3038 |
|
|
2018
Q3 | – | Sell |
-3,236
| Closed | -$206K | – | 3314 |
|
|
2018
Q2 | $206K | Buy |
+3,236
| New | +$201K | ﹤0.01% | 2961 |
|
|
2018
Q1 | – | Sell |
-6,352
| Closed | -$357K | – | 3260 |
|
|
2017
Q4 | $357K | Buy |
+6,352
| New | +$348K | ﹤0.01% | 2343 |
|
|
2015
Q4 | – | Sell |
-6,554
| Closed | -$239K | – | 3250 |
|
|
2015
Q3 | $239K | Sell |
6,554
-16,730
| -72% | -$623K | ﹤0.01% | 2388 |
|
|
2015
Q2 | $920K | Buy |
23,284
+15,322
| +192% | +$578K | ﹤0.01% | 1440 |
|
|
2015
Q1 | $293K | Sell |
7,962
-129
| -2% | -$4.33K | ﹤0.01% | 2273 |
|
|
2014
Q4 | $263K | Buy |
8,091
+171
| +2% | +$5.29K | ﹤0.01% | 2279 |
|
|
2014
Q3 | $228K | Buy |
7,920
+577
| +8% | +$17.2K | ﹤0.01% | 2358 |
|
|
2014
Q2 | $232K | Sell |
7,343
-567
| -7% | -$17.3K | ﹤0.01% | 2380 |
|
|
2014
Q1 | $246K | Buy |
+7,910
| New | +$243K | ﹤0.01% | 2283 |
|
Other funds holding WBS
VPM
VCM
