Mercer Global Advisors’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 | $1.32M | Buy |
24,221
+826
| +4% | +$45.1K | ﹤0.01% | 1050 |
|
2025
Q1 | $1.21M | Buy |
23,395
+1,799
| +8% | +$92.7K | ﹤0.01% | 1044 |
|
2024
Q4 | $1.19M | Buy |
+21,596
| New | +$1.19M | ﹤0.01% | 1023 |
|
2024
Q2 | – | Sell |
-4,423
| Closed | -$225K | – | 2050 |
|
2024
Q1 | $225K | Sell |
4,423
-141
| -3% | -$7.17K | ﹤0.01% | 1721 |
|
2023
Q4 | $232K | Sell |
4,564
-817
| -15% | -$41.5K | ﹤0.01% | 1756 |
|
2023
Q3 | $217K | Sell |
5,381
-65
| -1% | -$2.62K | ﹤0.01% | 1727 |
|
2023
Q2 | $206K | Sell |
5,446
-468
| -8% | -$17.7K | ﹤0.01% | 1732 |
|
2023
Q1 | $233K | Sell |
5,914
-728
| -11% | -$28.7K | ﹤0.01% | 1649 |
|
2022
Q4 | $314K | Sell |
6,642
-129
| -2% | -$6.1K | ﹤0.01% | 1479 |
|
2022
Q3 | $306K | Buy |
6,771
+1,880
| +38% | +$85K | ﹤0.01% | 1395 |
|
2022
Q2 | $206K | Sell |
4,891
-611
| -11% | -$25.7K | ﹤0.01% | 1625 |
|
2022
Q1 | $309K | Buy |
+5,502
| New | +$309K | ﹤0.01% | 1488 |
|
2021
Q3 | – | Sell |
-8,481
| Closed | -$452K | – | 1820 |
|
2021
Q2 | $452K | Sell |
8,481
-191
| -2% | -$10.2K | ﹤0.01% | 1190 |
|
2021
Q1 | $478K | Buy |
+8,672
| New | +$478K | ﹤0.01% | 1100 |
|