Patriot Financial Group Insurance Agency’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 | $964K | Sell |
17,651
-2,148
| -11% | -$117K | 0.11% | 212 |
|
|
2025
Q1 | $1.02M | Sell |
19,799
-369
| -2% | -$19K | 0.14% | 187 |
|
|
2024
Q4 | $1.11M | Sell |
20,168
-172
| -0.8% | -$9.5K | 0.15% | 164 |
|
|
2024
Q3 | $948K | Sell |
20,340
-99
| -0.5% | -$4.61K | 0.13% | 193 |
|
|
2024
Q2 | $891K | Sell |
20,439
-558
| -3% | -$24.3K | 0.13% | 177 |
|
|
2024
Q1 | $1.07M | Sell |
20,997
-6
| -0% | -$305 | 0.17% | 138 |
|
|
2023
Q4 | $1.07M | Sell |
21,003
-2
| -0% | -$102 | 0.2% | 124 |
|
|
2023
Q3 | $847K | Sell |
21,005
-1,580
| -7% | -$63.7K | 0.18% | 153 |
|
|
2023
Q2 | $853K | Buy |
22,585
+3,747
| +20% | +$141K | 0.16% | 154 |
|
|
2023
Q1 | $743K | Buy |
18,838
+976
| +5% | +$38.5K | 0.15% | 159 |
|
|
2022
Q4 | $846K | Buy |
17,862
+742
| +4% | +$35.1K | 0.11% | 126 |
|
|
2022
Q3 | $774K | Buy |
17,120
+133
| +0.8% | +$6.01K | 0.19% | 133 |
|
|
2022
Q2 | $716K | Buy |
16,987
+276
| +2% | +$11.6K | 0.15% | 148 |
|
|
2022
Q1 | $938K | Buy |
16,711
+66
| +0.4% | +$3.71K | 0.17% | 131 |
|
|
2021
Q4 | $929K | Buy |
16,645
+368
| +2% | +$20.5K | 0.15% | 136 |
|
|
2021
Q3 | $885K | Buy |
16,277
+20
| +0.1% | +$1.09K | 0.16% | 141 |
|
|
2021
Q2 | $867K | Buy |
16,257
+266
| +2% | +$14.2K | 0.16% | 140 |
|
|
2021
Q1 | $881K | Sell |
15,991
-229
| -1% | -$12.6K | 0.2% | 116 |
|
|
2020
Q4 | $684K | Buy |
16,220
+506
| +3% | +$21.3K | 0.17% | 131 |
|
|
2020
Q3 | $415K | Buy |
15,714
+4,323
| +38% | +$114K | 0.14% | 165 |
|
|
2020
Q2 | $326K | Buy |
11,391
+7,329
| +180% | +$210K | 0.12% | 164 |
|
|
2020
Q1 | $93K | Buy |
4,062
+294
| +8% | +$6.73K | 0.04% | 329 |
|
|
2019
Q4 | $201K | Buy |
3,768
+21
| +0.6% | +$1.12K | 0.08% | 226 |
|
|
2019
Q3 | $176K | Buy |
3,747
+674
| +22% | +$31.7K | 0.08% | 220 |
|
|
2019
Q2 | $140K | Buy |
3,073
+20
| +0.7% | +$911 | 0.06% | 247 |
|
|
2019
Q1 | $150K | Sell |
3,053
-159
| -5% | -$7.81K | 0.08% | 206 |
|
|
2018
Q4 | $158K | Sell |
3,212
-1,909
| -37% | -$93.9K | 0.1% | 154 |
|
|
2018
Q3 | $302K | Buy |
5,121
+1,975
| +63% | +$116K | 0.18% | 86 |
|
|
2018
Q2 | $200K | Buy |
3,146
+11
| +0.4% | +$699 | 0.21% | 76 |
|
|
2018
Q1 | $170K | Hold |
3,135
| – | – | 0.13% | 152 |
|
|
2017
Q4 | $180K | Hold |
3,135
| – | – | 0.13% | 137 |
|
|
2017
Q3 | $166K | Hold |
3,135
| – | – | 0.15% | 123 |
|
|
2017
Q2 | $169K | Sell |
3,135
-50
| -2% | -$2.7K | 0.18% | 112 |
|
|
2017
Q1 | $155K | Buy |
3,185
+500
| +19% | +$24.3K | 0.16% | 112 |
|
|
2016
Q4 | $141K | Buy |
+2,685
| New | +$141K | 0.19% | 106 |
|