SlateStone Wealth’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 | $221K | Hold |
4,039
| – | – | 0.02% | 271 |
|
|
2025
Q1 | $208K | Hold |
4,039
| – | – | 0.02% | 270 |
|
|
2024
Q4 | $223K | Buy |
+4,039
| New | +$223K | 0.02% | 266 |
|
|
2024
Q2 | – | Sell |
-4,039
| Closed | -$205K | – | 298 |
|
|
2024
Q1 | $205K | Hold |
4,039
| – | – | 0.02% | 267 |
|
|
2023
Q4 | $205K | Buy |
+4,039
| New | +$205K | 0.03% | 227 |
|
|
2022
Q3 | – | Sell |
-6,084
| Closed | -$256K | – | 193 |
|
|
2022
Q2 | $256K | Buy |
6,084
+200
| +3% | +$8.42K | 0.07% | 166 |
|
|
2022
Q1 | $330K | Buy |
+5,884
| New | +$330K | 0.07% | 140 |
|