Petiole USA’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 | $5.56M | Hold |
101,875
| – | – | 3.93% | 9 |
|
2025
Q1 | $5.25M | Hold |
101,875
| – | – | 3.71% | 9 |
|
2024
Q4 | $5.63M | Buy |
101,875
+33,000
| +48% | +$1.82M | 3.54% | 11 |
|
2024
Q3 | $3.21M | Hold |
68,875
| – | – | 2.1% | 24 |
|
2024
Q2 | $3M | Hold |
68,875
| – | – | 2.52% | 18 |
|
2024
Q1 | $3.5M | Hold |
68,875
| – | – | 2.74% | 17 |
|
2023
Q4 | $3.5M | Hold |
68,875
| – | – | 2.58% | 18 |
|
2023
Q3 | $2.78M | Hold |
68,875
| – | – | 2.54% | 15 |
|
2023
Q2 | $2.6M | Hold |
68,875
| – | – | 2.55% | 19 |
|
2023
Q1 | $2.72M | Sell |
68,875
-12,150
| -15% | -$479K | 2.27% | 19 |
|
2022
Q4 | $3.84M | Hold |
81,025
| – | – | 2.81% | 18 |
|
2022
Q3 | $3.66M | Hold |
81,025
| – | – | 2.72% | 18 |
|
2022
Q2 | $3.42M | Hold |
81,025
| – | – | 2.98% | 14 |
|
2022
Q1 | $4.55M | Buy |
+81,025
| New | +$4.55M | 3.52% | 10 |
|