SWM
SeaCrest Wealth Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Hold |
25,736
| – | – | 0.15% | 123 |
|
|
2025
Q1 | $1.33M | Hold |
25,736
| – | – | 0.15% | 133 |
|
|
2024
Q4 | $1.42M | Sell |
25,736
-105
| -0.4% | -$5.8K | 0.15% | 128 |
|
|
2024
Q3 | $1.2M | Hold |
25,841
| – | – | 0.13% | 149 |
|
|
2024
Q2 | $1.13M | Buy |
25,841
+26
| +0.1% | +$1.13K | 0.13% | 158 |
|
|
2024
Q1 | $1.31M | Sell |
25,815
-1,010
| -4% | -$51.3K | 0.16% | 132 |
|
|
2023
Q4 | $1.38M | Sell |
26,825
-119
| -0.4% | -$6.13K | 0.17% | 122 |
|
|
2023
Q3 | $1.09M | Buy |
26,944
+9
| +0% | +$363 | 0.14% | 152 |
|
|
2023
Q2 | $1.02M | Buy |
26,935
+11
| +0% | +$415 | 0.13% | 163 |
|
|
2023
Q1 | $1.06M | Sell |
26,924
-3,335
| -11% | -$131K | 0.14% | 151 |
|
|
2022
Q4 | $1.43M | Sell |
30,259
-2,546
| -8% | -$121K | 0.21% | 104 |
|
|
2022
Q3 | $1.48M | Buy |
32,805
+8
| +0% | +$362 | 0.23% | 88 |
|
|
2022
Q2 | $1.38M | Buy |
32,797
+8
| +0% | +$337 | 0.17% | 113 |
|
|
2022
Q1 | $1.84M | Buy |
+32,789
| New | +$1.84M | 0.21% | 90 |
|
|
2019
Q2 | – | Sell |
-851
| Closed | -$43K | – | 1834 |
|
|
2019
Q1 | $43K | Buy |
851
+5
| +0.6% | +$253 | 0.01% | 996 |
|
|
2018
Q4 | $42K | Buy |
846
+4
| +0.5% | +$199 | 0.01% | 964 |
|
|
2018
Q3 | $50K | Buy |
842
+4
| +0.5% | +$238 | 0.01% | 1002 |
|
|
2018
Q2 | $53K | Buy |
838
+5
| +0.6% | +$316 | 0.01% | 961 |
|
|
2018
Q1 | $46K | Sell |
833
-3,997
| -83% | -$221K | 0.01% | 992 |
|
|
2017
Q4 | $271K | Buy |
+4,830
| New | +$271K | 0.05% | 401 |
|