Oak Thistle LLC’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,579
| Closed | -$419K | – | 573 |
|
|
2024
Q4 | $419K | Sell |
7,579
-2,284
| -23% | -$126K | 0.12% | 278 |
|
|
2024
Q3 | $460K | Buy |
+9,863
| New | +$460K | 0.15% | 262 |
|
|
2024
Q2 | – | Sell |
-7,608
| Closed | -$386K | – | 453 |
|
|
2024
Q1 | $386K | Sell |
7,608
-4,438
| -37% | -$225K | 0.35% | 126 |
|
|
2023
Q4 | $611K | Buy |
+12,046
| New | +$611K | 0.18% | 245 |
|
|
2023
Q2 | – | Sell |
-8,616
| Closed | -$340K | – | 553 |
|
|
2023
Q1 | $340K | Buy |
+8,616
| New | +$340K | 0.2% | 230 |
|
|
2022
Q3 | – | Sell |
-7,024
| Closed | -$296K | – | 236 |
|
|
2022
Q2 | $296K | Buy |
+7,024
| New | +$296K | 0.57% | 71 |
|