Palisades Hudson Asset Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,264
| Closed | -$222K | – | 104 |
|
|
2022
Q2 | $222K | Buy |
5,264
+43
| +0.8% | +$1.81K | 0.12% | 93 |
|
|
2022
Q1 | $293K | Buy |
5,221
+34
| +0.7% | +$1.91K | 0.14% | 89 |
|
|
2021
Q4 | $290K | Buy |
5,187
+35
| +0.7% | +$1.96K | 0.12% | 92 |
|
|
2021
Q3 | $281K | Buy |
5,152
+41
| +0.8% | +$2.24K | 0.13% | 88 |
|
|
2021
Q2 | $273K | Buy |
5,111
+37
| +0.7% | +$1.98K | 0.12% | 93 |
|
|
2021
Q1 | $280K | Buy |
5,074
+35
| +0.7% | +$1.93K | 0.13% | 86 |
|
|
2020
Q4 | $212K | Buy |
+5,039
| New | +$212K | 0.11% | 100 |
|
|
2020
Q1 | – | Sell |
-4,796
| Closed | -$256K | – | 109 |
|
|
2019
Q4 | $256K | Buy |
4,796
+39
| +0.8% | +$2.08K | 0.16% | 85 |
|
|
2019
Q3 | $223K | Buy |
4,757
+41
| +0.9% | +$1.92K | 0.16% | 86 |
|
|
2019
Q2 | $225K | Buy |
4,716
+38
| +0.8% | +$1.81K | 0.16% | 87 |
|
|
2019
Q1 | $237K | Buy |
4,678
+27
| +0.6% | +$1.37K | 0.15% | 85 |
|
|
2018
Q4 | $229K | Buy |
+4,651
| New | +$229K | 0.13% | 100 |
|