Parallel Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8K | Sell |
1,077
-40
| -4% | -$2.18K | ﹤0.01% | 1620 |
|
|
2025
Q1 | $57.6K | Buy |
1,117
+492
| +79% | +$25.4K | ﹤0.01% | 1541 |
|
|
2024
Q4 | $34.5K | Buy |
625
+17
| +3% | +$939 | ﹤0.01% | 1853 |
|
|
2024
Q3 | $28.3K | Buy |
608
+14
| +2% | +$653 | ﹤0.01% | 1881 |
|
|
2024
Q2 | $25.9K | Buy |
594
+65
| +12% | +$2.83K | ﹤0.01% | 1830 |
|
|
2024
Q1 | $26.9K | Buy |
529
+19
| +4% | +$965 | ﹤0.01% | 1816 |
|
|
2023
Q4 | $25.9K | Buy |
510
+20
| +4% | +$1.02K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $19.8K | Buy |
490
+50
| +11% | +$2.02K | ﹤0.01% | 1851 |
|
|
2023
Q2 | $16.6K | Sell |
440
-71
| -14% | -$2.68K | ﹤0.01% | 1940 |
|
|
2023
Q1 | $20.1K | Sell |
511
-36
| -7% | -$1.42K | ﹤0.01% | 1831 |
|
|
2022
Q4 | $25.9K | Sell |
547
-110
| -17% | -$5.21K | ﹤0.01% | 1589 |
|
|
2022
Q3 | $30K | Buy |
657
+257
| +64% | +$11.7K | ﹤0.01% | 1494 |
|
|
2022
Q2 | $17K | Sell |
400
-85
| -18% | -$3.61K | ﹤0.01% | 1733 |
|
|
2022
Q1 | $28K | Buy |
485
+151
| +45% | +$8.72K | ﹤0.01% | 1558 |
|
|
2021
Q4 | $19K | Buy |
334
+3
| +0.9% | +$171 | ﹤0.01% | 1815 |
|
|
2021
Q3 | $18K | Buy |
331
+93
| +39% | +$5.06K | ﹤0.01% | 1785 |
|
|
2021
Q2 | $13K | Hold |
238
| – | – | ﹤0.01% | 1893 |
|
|
2021
Q1 | $13K | Hold |
238
| – | – | ﹤0.01% | 1800 |
|
|
2020
Q4 | $10K | Sell |
238
-388
| -62% | -$16.3K | ﹤0.01% | 1780 |
|
|
2020
Q3 | $17K | Sell |
626
-325
| -34% | -$8.83K | ﹤0.01% | 1498 |
|
|
2020
Q2 | $27K | Buy |
951
+97
| +11% | +$2.75K | ﹤0.01% | 1299 |
|
|
2020
Q1 | $19K | Buy |
854
+593
| +227% | +$13.2K | ﹤0.01% | 1339 |
|
|
2019
Q4 | $14K | Hold |
261
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q3 | $12K | Buy |
261
+228
| +691% | +$10.5K | ﹤0.01% | 1607 |
|
|
2019
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 2117 |
|
|
2019
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 2107 |
|
|
2018
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 2062 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 2055 |
|
|
2018
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1904 |
|
|
2018
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1889 |
|
|
2017
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 1901 |
|
|
2017
Q3 | $2K | Sell |
33
-6
| -15% | -$364 | ﹤0.01% | 1907 |
|
|
2017
Q2 | $2K | Buy |
39
+6
| +18% | +$308 | ﹤0.01% | 1912 |
|
|
2017
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1807 |
|
|
2016
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1655 |
|