SAM
Silvercrest Asset Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Hold |
8,077
| – | – | ﹤0.01% | 725 |
|
|
2025
Q1 | $416K | Buy |
8,077
+1,092
| +16% | +$56.3K | ﹤0.01% | 732 |
|
|
2024
Q4 | $386K | Hold |
6,985
| – | – | ﹤0.01% | 726 |
|
|
2024
Q3 | $326K | Hold |
6,985
| – | – | ﹤0.01% | 716 |
|
|
2024
Q2 | $304K | Hold |
6,985
| – | – | ﹤0.01% | 814 |
|
|
2024
Q1 | $355K | Sell |
6,985
-374
| -5% | -$19K | ﹤0.01% | 778 |
|
|
2023
Q4 | $374K | Buy |
7,359
+374
| +5% | +$19K | ﹤0.01% | 715 |
|
|
2023
Q3 | $282K | Hold |
6,985
| – | – | ﹤0.01% | 756 |
|
|
2023
Q2 | $264K | Hold |
6,985
| – | – | ﹤0.01% | 764 |
|
|
2023
Q1 | $275K | Hold |
6,985
| – | – | ﹤0.01% | 731 |
|
|
2022
Q4 | $331K | Hold |
6,985
| – | – | ﹤0.01% | 693 |
|
|
2022
Q3 | $316K | Hold |
6,985
| – | – | ﹤0.01% | 698 |
|
|
2022
Q2 | $294K | Hold |
6,985
| – | – | ﹤0.01% | 719 |
|
|
2022
Q1 | $392K | Buy |
+6,985
| New | +$392K | ﹤0.01% | 722 |
|
|
2020
Q1 | – | Sell |
-210,801
| Closed | -$11.2M | – | 790 |
|
|
2019
Q4 | $11.2M | Sell |
210,801
-23
| -0% | -$1.23K | 0.09% | 220 |
|
|
2019
Q3 | $9.88M | Buy |
+210,824
| New | +$9.88M | 0.08% | 222 |
|