Mackenzie Financial’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 | $4.4M | Buy |
80,579
+37,275
| +86% | +$2.04M | 0.01% | 633 |
|
|
2025
Q1 | $2.23M | Buy |
+43,304
| New | +$2.23M | ﹤0.01% | 750 |
|
|
2021
Q3 | – | Sell |
-52,900
| Closed | -$2.82M | – | 1481 |
|
|
2021
Q2 | $2.82M | Buy |
+52,900
| New | +$2.82M | ﹤0.01% | 660 |
|
|
2019
Q1 | – | Sell |
-67,726
| Closed | -$3.34M | – | 1327 |
|
|
2018
Q4 | $3.34M | Sell |
67,726
-146,914
| -68% | -$7.24M | 0.01% | 607 |
|
|
2018
Q3 | $12.7M | Sell |
214,640
-400
| -0.2% | -$23.6K | 0.03% | 298 |
|
|
2018
Q2 | $13.7M | Buy |
215,040
+105,840
| +97% | +$6.74M | 0.03% | 266 |
|
|
2018
Q1 | $6.05M | Buy |
+109,200
| New | +$6.05M | 0.02% | 402 |
|