Private Advisor Group’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 | $1.1M | Buy |
20,204
+88
| +0.4% | +$4.81K | 0.01% | 1262 |
|
2025
Q1 | $1.04M | Sell |
20,116
-152
| -0.7% | -$7.84K | 0.01% | 1227 |
|
2024
Q4 | $1.12M | Buy |
20,268
+4,498
| +29% | +$248K | 0.01% | 1165 |
|
2024
Q3 | $735K | Sell |
15,770
-1,041
| -6% | -$48.5K | ﹤0.01% | 1406 |
|
2024
Q2 | $733K | Sell |
16,811
-4,432
| -21% | -$193K | ﹤0.01% | 1354 |
|
2024
Q1 | $1.08M | Buy |
21,243
+2,487
| +13% | +$126K | 0.01% | 1127 |
|
2023
Q4 | $952K | Buy |
18,756
+452
| +2% | +$22.9K | 0.01% | 1139 |
|
2023
Q3 | $736K | Sell |
18,304
-524
| -3% | -$21.1K | 0.01% | 1189 |
|
2023
Q2 | $762K | Buy |
18,828
+5,314
| +39% | +$215K | 0.01% | 1179 |
|
2023
Q1 | $533K | Buy |
13,514
+926
| +7% | +$36.5K | 0.01% | 1303 |
|
2022
Q4 | $596 | Buy |
12,588
+976
| +8% | +$46 | ﹤0.01% | 1344 |
|
2022
Q3 | $525K | Buy |
11,612
+47
| +0.4% | +$2.13K | 0.01% | 1205 |
|
2022
Q2 | $487K | Buy |
11,565
+206
| +2% | +$8.68K | ﹤0.01% | 1427 |
|
2022
Q1 | $637K | Buy |
11,359
+4,999
| +79% | +$280K | ﹤0.01% | 1298 |
|
2021
Q4 | $355K | Buy |
6,360
+5
| +0.1% | +$279 | ﹤0.01% | 1631 |
|
2021
Q3 | $346K | Sell |
6,355
-516
| -8% | -$28.1K | ﹤0.01% | 1661 |
|
2021
Q2 | $367K | Sell |
6,871
-3,490
| -34% | -$186K | ﹤0.01% | 1540 |
|
2021
Q1 | $571K | Buy |
10,361
+6
| +0.1% | +$331 | 0.01% | 1239 |
|
2020
Q4 | $436K | Sell |
10,355
-216
| -2% | -$9.1K | ﹤0.01% | 1285 |
|
2020
Q3 | $279K | Sell |
10,571
-399
| -4% | -$10.5K | ﹤0.01% | 1282 |
|
2020
Q2 | $314K | Buy |
10,970
+869
| +9% | +$24.9K | ﹤0.01% | 1193 |
|
2020
Q1 | $231K | Sell |
10,101
-1,715
| -15% | -$39.2K | ﹤0.01% | 1179 |
|
2019
Q4 | $630K | Sell |
11,816
-5,405
| -31% | -$288K | 0.01% | 949 |
|
2019
Q3 | $807K | Buy |
17,221
+4,361
| +34% | +$204K | 0.01% | 863 |
|
2019
Q2 | $614K | Sell |
12,860
-106
| -0.8% | -$5.06K | 0.01% | 955 |
|
2019
Q1 | $657K | Buy |
12,966
+39
| +0.3% | +$1.98K | 0.01% | 855 |
|
2018
Q4 | $637K | Buy |
12,927
+448
| +4% | +$22.1K | 0.02% | 747 |
|
2018
Q3 | $736K | Buy |
12,479
+112
| +0.9% | +$6.61K | 0.02% | 818 |
|
2018
Q2 | $797K | Buy |
+12,367
| New | +$797K | 0.01% | 560 |
|
2018
Q1 | – | Sell |
-5,656
| Closed | -$324K | – | 1386 |
|
2017
Q4 | $324K | Sell |
5,656
-172
| -3% | -$9.85K | 0.01% | 854 |
|
2017
Q3 | $308K | Sell |
5,828
-323
| -5% | -$17.1K | 0.01% | 1128 |
|
2017
Q2 | $330K | Sell |
6,151
-597
| -9% | -$32K | 0.01% | 1030 |
|
2017
Q1 | $329K | Buy |
6,748
+700
| +12% | +$34.1K | 0.01% | 1032 |
|
2016
Q4 | $327K | Buy |
6,048
+738
| +14% | +$39.9K | 0.01% | 917 |
|
2016
Q3 | $201K | Buy |
+5,310
| New | +$201K | 0.01% | 1013 |
|