Spire Wealth 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 | $18.5K | Hold |
339
| – | – | ﹤0.01% | 1538 |
|
|
2025
Q1 | $17.5K | Hold |
339
| – | – | ﹤0.01% | 1652 |
|
|
2024
Q4 | $18.7K | Hold |
339
| – | – | ﹤0.01% | 1645 |
|
|
2024
Q3 | $15.8K | Sell |
339
-265
| -44% | -$12.4K | ﹤0.01% | 1508 |
|
|
2024
Q2 | $26.3K | Sell |
604
-3
| -0.5% | -$131 | ﹤0.01% | 1346 |
|
|
2024
Q1 | $30.8K | Hold |
607
| – | – | ﹤0.01% | 1376 |
|
|
2023
Q4 | $30.5K | Buy |
607
+268
| +79% | +$13.5K | ﹤0.01% | 1374 |
|
|
2023
Q3 | $13.7K | Hold |
339
| – | – | ﹤0.01% | 1637 |
|
|
2023
Q2 | $12.8K | Hold |
339
| – | – | ﹤0.01% | 1731 |
|
|
2023
Q1 | $13.4K | Hold |
339
| – | – | ﹤0.01% | 1759 |
|
|
2022
Q4 | $16K | Hold |
339
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q3 | $15K | Hold |
339
| – | – | ﹤0.01% | 1452 |
|
|
2022
Q2 | $14K | Hold |
339
| – | – | ﹤0.01% | 1813 |
|
|
2022
Q1 | $19K | Buy |
+339
| New | +$19K | ﹤0.01% | 1842 |
|