Shelton Capital Management’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 | $335K | Sell |
6,140
-151
| -2% | -$8.25K | 0.01% | 450 |
|
|
2025
Q1 | $324K | Sell |
6,291
-179
| -3% | -$9.23K | 0.01% | 442 |
|
|
2024
Q4 | $357K | Sell |
6,470
-310
| -5% | -$17.1K | 0.01% | 433 |
|
|
2024
Q3 | $316K | Sell |
6,780
-414
| -6% | -$19.3K | 0.01% | 477 |
|
|
2024
Q2 | $314K | Sell |
7,194
-410
| -5% | -$17.9K | 0.01% | 460 |
|
|
2024
Q1 | $386K | Sell |
7,604
-61
| -0.8% | -$3.1K | 0.01% | 417 |
|
|
2023
Q4 | $389K | Sell |
7,665
-570
| -7% | -$28.9K | 0.01% | 385 |
|
|
2023
Q3 | $332K | Sell |
8,235
-506
| -6% | -$20.4K | 0.01% | 422 |
|
|
2023
Q2 | $330K | Hold |
8,741
| – | – | 0.01% | 441 |
|
|
2023
Q1 | $345K | Sell |
8,741
-263
| -3% | -$10.4K | 0.01% | 401 |
|
|
2022
Q4 | $426K | Sell |
9,004
-525
| -6% | -$24.9K | 0.04% | 300 |
|
|
2022
Q3 | $431K | Hold |
9,529
| – | – | 0.02% | 333 |
|
|
2022
Q2 | $402K | Hold |
9,529
| – | – | 0.02% | 360 |
|
|
2022
Q1 | $535K | Buy |
9,529
+4,728
| +98% | +$265K | 0.02% | 336 |
|
|
2021
Q4 | $268K | Sell |
4,801
-236
| -5% | -$13.2K | 0.01% | 617 |
|
|
2021
Q3 | $274K | Hold |
5,037
| – | – | 0.01% | 596 |
|
|
2021
Q2 | $269K | Hold |
5,037
| – | – | 0.01% | 634 |
|
|
2021
Q1 | $278K | Hold |
5,037
| – | – | 0.01% | 584 |
|
|
2020
Q4 | $212K | Sell |
5,037
-25,408
| -83% | -$1.07M | 0.01% | 653 |
|
|
2020
Q3 | $804K | Buy |
+30,445
| New | +$804K | 0.03% | 363 |
|
|
2020
Q1 | – | Sell |
-5,802
| Closed | -$310K | – | 825 |
|
|
2019
Q4 | $310K | Sell |
5,802
-337
| -5% | -$18K | 0.02% | 505 |
|
|
2019
Q3 | $288K | Sell |
6,139
-370
| -6% | -$17.4K | 0.02% | 541 |
|
|
2019
Q2 | $311K | Buy |
6,509
+6,179
| +1,872% | +$295K | 0.02% | 509 |
|
|
2019
Q1 | $6.51K | Sell |
330
-6,179
| -95% | -$122K | 0.03% | 517 |
|
|
2018
Q4 | $321K | Hold |
6,509
| – | – | 0.02% | 448 |
|
|
2018
Q3 | $384K | Hold |
6,509
| – | – | 0.02% | 456 |
|
|
2018
Q2 | $415K | Hold |
6,509
| – | – | 0.03% | 411 |
|
|
2018
Q1 | $361K | Sell |
6,509
-401
| -6% | -$22.2K | 0.02% | 467 |
|
|
2017
Q4 | $388K | Hold |
6,910
| – | – | 0.02% | 455 |
|
|
2017
Q3 | $363K | Hold |
6,910
| – | – | 0.02% | 478 |
|
|
2017
Q2 | $361K | Hold |
6,910
| – | – | 0.03% | 481 |
|
|
2017
Q1 | $346K | Hold |
6,910
| – | – | 0.02% | 503 |
|
|
2016
Q4 | $375K | Sell |
6,910
-2,395
| -26% | -$130K | 0.03% | 495 |
|
|
2016
Q3 | $354K | Hold |
9,305
| – | – | 0.03% | 505 |
|
|
2016
Q2 | $316K | Hold |
9,305
| – | – | 0.03% | 525 |
|
|
2016
Q1 | $334K | Hold |
9,305
| – | – | 0.03% | 508 |
|
|
2015
Q4 | $346K | Hold |
9,305
| – | – | 0.03% | 473 |
|
|
2015
Q3 | $332K | Hold |
9,305
| – | – | 0.04% | 482 |
|
|
2015
Q2 | $368K | Hold |
9,305
| – | – | 0.04% | 485 |
|
|
2015
Q1 | $345K | Hold |
9,305
| – | – | 0.04% | 526 |
|
|
2014
Q4 | $303K | Sell |
9,305
-695
| -7% | -$22.6K | 0.04% | 569 |
|
|
2014
Q3 | $291K | Hold |
10,000
| – | – | 0.04% | 552 |
|
|
2014
Q2 | $315K | Hold |
10,000
| – | – | 0.04% | 543 |
|
|
2014
Q1 | $311K | Hold |
10,000
| – | – | 0.05% | 509 |
|
|
2013
Q4 | $312K | Hold |
10,000
| – | – | 0.05% | 491 |
|
|
2013
Q3 | $255K | Hold |
10,000
| – | – | 0.04% | 531 |
|
|
2013
Q2 | $257K | Buy |
+10,000
| New | +$257K | 0.05% | 496 |
|