Pathstone Family Office’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $573K | Buy |
|
|||||
|
2023
Q2 | $363K | Buy |
|
|||||
|
2023
Q1 | $351K | Sell |
|
|||||
|
2022
Q4 | $1.45M | Buy |
|
|||||
|
2022
Q3 | $1.4M | Buy |
|
|||||
|
2022
Q2 | $861K | Buy |
|
|||||
|
2022
Q1 | $1.1M | Buy |
|
|||||
|
2021
Q4 | $654K | Buy |
|
|||||
|
2021
Q3 | $629K | Buy |
|
|||||
|
2021
Q2 | $469K | Buy |
|
|||||
|
2021
Q1 | $224K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $3K | Hold |
|
|||||
|
2018
Q4 | $3K | Buy |
|