Red Tortoise LLC’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 | $14K | Hold |
257
| – | – | 0.01% | 215 |
|
|
2025
Q1 | $13.2K | Hold |
257
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $14.2K | Hold |
257
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $12K | Hold |
257
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $11.2K | Hold |
257
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $13K | Hold |
257
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $13K | Hold |
257
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $10.4K | Hold |
257
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $9.7K | Sell |
257
-271
| -51% | -$10.2K | 0.01% | 180 |
|
|
2023
Q1 | $20.8K | Sell |
528
-8
| -1% | -$315 | 0.01% | 135 |
|
|
2022
Q4 | $25.4K | Buy |
+536
| New | +$25.4K | 0.02% | 159 |
|
|
2021
Q4 | – | Sell |
-761
| Closed | -$34K | – | 543 |
|
|
2021
Q3 | $34K | Buy |
+761
| New | +$34K | 0.03% | 127 |
|