Northwestern Mutual Wealth Management’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 | $166K | Sell |
3,048
-127
| -4% | -$6.93K | ﹤0.01% | 1811 |
|
|
2025
Q1 | $164K | Sell |
3,175
-336
| -10% | -$17.3K | ﹤0.01% | 1749 |
|
|
2024
Q4 | $194K | Buy |
3,511
+463
| +15% | +$25.6K | ﹤0.01% | 1665 |
|
|
2024
Q3 | $142K | Sell |
3,048
-83
| -3% | -$3.87K | ﹤0.01% | 1759 |
|
|
2024
Q2 | $136K | Sell |
3,131
-19
| -0.6% | -$828 | ﹤0.01% | 1706 |
|
|
2024
Q1 | $160K | Buy |
3,150
+742
| +31% | +$37.7K | ﹤0.01% | 1637 |
|
|
2023
Q4 | $122K | Sell |
2,408
-377
| -14% | -$19.1K | ﹤0.01% | 1715 |
|
|
2023
Q3 | $112K | Sell |
2,785
-37
| -1% | -$1.49K | ﹤0.01% | 1671 |
|
|
2023
Q2 | $107K | Buy |
2,822
+986
| +54% | +$37.2K | ﹤0.01% | 1693 |
|
|
2023
Q1 | $72.4K | Buy |
1,836
+766
| +72% | +$30.2K | ﹤0.01% | 1803 |
|
|
2022
Q4 | $50.7K | Sell |
1,070
-121
| -10% | -$5.73K | ﹤0.01% | 1907 |
|
|
2022
Q3 | $54K | Buy |
1,191
+77
| +7% | +$3.49K | ﹤0.01% | 1883 |
|
|
2022
Q2 | $47K | Buy |
1,114
+133
| +14% | +$5.61K | ﹤0.01% | 1941 |
|
|
2022
Q1 | $54K | Buy |
981
+525
| +115% | +$28.9K | ﹤0.01% | 1932 |
|
|
2021
Q4 | $25K | Buy |
456
+6
| +1% | +$329 | ﹤0.01% | 2246 |
|
|
2021
Q3 | $25K | Hold |
450
| – | – | ﹤0.01% | 2153 |
|
|
2021
Q2 | $24K | Hold |
450
| – | – | ﹤0.01% | 2127 |
|
|
2021
Q1 | $25K | Buy |
450
+400
| +800% | +$22.2K | ﹤0.01% | 1980 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2553 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2475 |
|
|
2020
Q2 | $1K | Sell |
50
-61
| -55% | -$1.22K | ﹤0.01% | 2317 |
|
|
2020
Q1 | $3K | Buy |
111
+29
| +35% | +$784 | ﹤0.01% | 2195 |
|
|
2019
Q4 | $4K | Hold |
82
| – | – | ﹤0.01% | 2132 |
|
|
2019
Q3 | $4K | Buy |
82
+32
| +64% | +$1.56K | ﹤0.01% | 2159 |
|
|
2019
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2357 |
|
|
2019
Q1 | $3K | Sell |
50
-28
| -36% | -$1.68K | ﹤0.01% | 2268 |
|
|
2018
Q4 | $4K | Hold |
78
| – | – | ﹤0.01% | 2094 |
|
|
2018
Q3 | $5K | Buy |
78
+28
| +56% | +$1.8K | ﹤0.01% | 2117 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2126 |
|
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 2000 |
|
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2038 |
|
|
2017
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1937 |
|
|
2017
Q2 | $3K | Sell |
50
-300
| -86% | -$18K | ﹤0.01% | 1847 |
|
|
2017
Q1 | $18K | Buy |
350
+325
| +1,300% | +$16.7K | ﹤0.01% | 1378 |
|
|
2016
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2256 |
|
|
2016
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1516 |
|
|
2016
Q2 | $1K | Sell |
25
-344
| -93% | -$13.8K | ﹤0.01% | 1988 |
|
|
2016
Q1 | $13K | Buy |
+369
| New | +$13K | ﹤0.01% | 1350 |
|
|
2015
Q1 | – | Sell |
-387
| Closed | -$13K | – | 1845 |
|
|
2014
Q4 | $13K | Buy |
+387
| New | +$13K | ﹤0.01% | 1001 |
|