Shelton Capital Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Sell |
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|
2025
Q2 | $335K | Sell |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $278K | Hold |
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|
2020
Q4 | $212K | Sell |
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|
2020
Q3 | $804K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Sell |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | $6.51K | Sell |
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|
2018
Q4 | $321K | Hold |
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|
2018
Q3 | $384K | Hold |
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|
2018
Q2 | $415K | Hold |
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|
2018
Q1 | $361K | Sell |
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|
2017
Q4 | $388K | Hold |
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|
2017
Q3 | $363K | Hold |
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|
2017
Q2 | $361K | Hold |
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|
2017
Q1 | $346K | Hold |
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|
2016
Q4 | $375K | Sell |
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|
2016
Q3 | $354K | Hold |
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|
2016
Q2 | $316K | Hold |
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|
2016
Q1 | $334K | Hold |
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|
2015
Q4 | $346K | Hold |
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|
2015
Q3 | $332K | Hold |
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|
2015
Q2 | $368K | Hold |
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|
2015
Q1 | $345K | Hold |
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|
2014
Q4 | $303K | Sell |
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|
2014
Q3 | $291K | Hold |
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|
2014
Q2 | $315K | Hold |
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|
2014
Q1 | $311K | Hold |
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|
2013
Q4 | $312K | Hold |
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|
2013
Q3 | $255K | Hold |
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|
2013
Q2 | $257K | Buy |
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