Mariner’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 | $1.48M | Buy |
27,076
+10,177
| +60% | +$556K | ﹤0.01% | 1527 |
|
|
2025
Q1 | $871K | Buy |
16,899
+1,881
| +13% | +$97K | ﹤0.01% | 1792 |
|
|
2024
Q4 | $829K | Buy |
15,018
+3
| +0% | +$166 | ﹤0.01% | 1788 |
|
|
2024
Q3 | $699K | Buy |
15,015
+520
| +4% | +$24.2K | ﹤0.01% | 1880 |
|
|
2024
Q2 | $632K | Sell |
14,495
-1,828
| -11% | -$79.7K | ﹤0.01% | 1878 |
|
|
2024
Q1 | $829K | Buy |
16,323
+2,502
| +18% | +$127K | ﹤0.01% | 1648 |
|
|
2023
Q4 | $702K | Buy |
13,821
+9
| +0.1% | +$457 | ﹤0.01% | 1698 |
|
|
2023
Q3 | $557K | Buy |
13,812
+320
| +2% | +$12.9K | ﹤0.01% | 1709 |
|
|
2023
Q2 | $509K | Buy |
13,492
+10
| +0.1% | +$377 | ﹤0.01% | 1735 |
|
|
2023
Q1 | $531K | Sell |
13,482
-202
| -1% | -$7.96K | ﹤0.01% | 1656 |
|
|
2022
Q4 | $648K | Buy |
13,684
+3,423
| +33% | +$162K | ﹤0.01% | 1489 |
|
|
2022
Q3 | $464K | Buy |
10,261
+180
| +2% | +$8.14K | ﹤0.01% | 1466 |
|
|
2022
Q2 | $425K | Buy |
+10,081
| New | +$425K | ﹤0.01% | 1183 |
|
|
2019
Q3 | – | Sell |
-4,786
| Closed | -$229K | – | 1052 |
|
|
2019
Q2 | $229K | Sell |
4,786
-217
| -4% | -$10.4K | ﹤0.01% | 994 |
|
|
2019
Q1 | $254K | Buy |
+5,003
| New | +$254K | ﹤0.01% | 876 |
|