OneDigital Investment 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 | $225K | Buy |
+4,122
| New | +$225K | ﹤0.01% | 1332 |
|
|
2022
Q2 | – | Sell |
-3,715
| Closed | -$208K | – | 789 |
|
|
2022
Q1 | $208K | Buy |
3,715
+3
| +0.1% | +$168 | 0.01% | 690 |
|
|
2021
Q4 | $207K | Buy |
3,712
+4
| +0.1% | +$223 | 0.01% | 709 |
|
|
2021
Q3 | $202K | Buy |
+3,708
| New | +$202K | 0.01% | 685 |
|
|
2021
Q2 | – | Sell |
-3,700
| Closed | -$204K | – | 753 |
|
|
2021
Q1 | $204K | Buy |
+3,700
| New | +$204K | 0.01% | 612 |
|
|
2020
Q3 | – | Sell |
-26,789
| Closed | -$766K | – | 650 |
|
|
2020
Q2 | $766K | Buy |
26,789
+7
| +0% | +$200 | 0.06% | 238 |
|
|
2020
Q1 | $613K | Buy |
26,782
+538
| +2% | +$12.3K | 0.05% | 249 |
|
|
2019
Q4 | $1.4M | Buy |
26,244
+4
| +0% | +$213 | 0.11% | 157 |
|
|
2019
Q3 | $1.23M | Buy |
26,240
+21,354
| +437% | +$1M | 0.11% | 158 |
|
|
2019
Q2 | $233K | Buy |
+4,886
| New | +$233K | 0.02% | 380 |
|