Rothschild Investment 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 | $1.64K | Buy |
30
+10
| +50% | +$546 | ﹤0.01% | 2192 |
|
|
2025
Q1 | $1.03K | Buy |
20
+5
| +33% | +$258 | ﹤0.01% | 2323 |
|
|
2024
Q4 | $828 | Buy |
15
+5
| +50% | +$276 | ﹤0.01% | 2327 |
|
|
2024
Q3 | $466 | Hold |
10
| – | – | ﹤0.01% | 2488 |
|
|
2024
Q2 | $436 | Sell |
10
-20
| -67% | -$872 | ﹤0.01% | 2106 |
|
|
2024
Q1 | $1.52K | Hold |
30
| – | – | ﹤0.01% | 1235 |
|
|
2023
Q4 | $1.52K | Buy |
+30
| New | +$1.52K | ﹤0.01% | 1169 |
|