NewEdge 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 | $62.5K | Sell |
1,145
-20
| -2% | -$1.09K | ﹤0.01% | 2593 |
|
|
2025
Q1 | $60.1K | Sell |
1,165
-3,836
| -77% | -$198K | ﹤0.01% | 2483 |
|
|
2024
Q4 | $276K | Buy |
5,001
+3,832
| +328% | +$212K | ﹤0.01% | 1921 |
|
|
2024
Q3 | $54.5K | Sell |
1,169
-1,584
| -58% | -$73.8K | ﹤0.01% | 2405 |
|
|
2024
Q2 | $120K | Buy |
2,753
+75
| +3% | +$3.27K | ﹤0.01% | 2064 |
|
|
2024
Q1 | $136K | Buy |
2,678
+1,412
| +112% | +$71.7K | ﹤0.01% | 1970 |
|
|
2023
Q4 | $64.3K | Buy |
1,266
+121
| +11% | +$6.14K | ﹤0.01% | 2131 |
|
|
2023
Q3 | $46.2K | Hold |
1,145
| – | – | ﹤0.01% | 2119 |
|
|
2023
Q2 | $43.2K | Buy |
1,145
+1,073
| +1,490% | +$40.5K | ﹤0.01% | 2128 |
|
|
2023
Q1 | $2.84K | Sell |
72
-1,828
| -96% | -$72.1K | ﹤0.01% | 2948 |
|
|
2022
Q4 | $86.2K | Buy |
+1,900
| New | +$86.2K | ﹤0.01% | 1502 |
|
|
2018
Q3 | – | Sell |
-3,449
| Closed | -$222 | – | 689 |
|
|
2018
Q2 | $222 | Sell |
3,449
-520
| -13% | -$33 | 0.02% | 491 |
|
|
2018
Q1 | $216K | Buy |
+3,969
| New | +$216K | 0.02% | 448 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$10.8K | – | 1123 |
|
|
2017
Q2 | $10.8K | Buy |
+200
| New | +$10.8K | ﹤0.01% | 940 |
|