Steward Partners Investment Advisory’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $221K | Buy |
3,180
+203
| +7% | +$13.9K | ﹤0.01% | 1965 |
|
|
2025
Q4 | $187K | Buy |
2,977
+4
| +0.1% | +$237 | ﹤0.01% | 1962 |
|
|
2025
Q3 | $177K | Sell |
2,973
-42
| -1% | -$2.5K | ﹤0.01% | 1934 |
|
|
2025
Q2 | $165K | Sell |
3,015
-20
| -0.7% | -$997 | ﹤0.01% | 1849 |
|
|
2025
Q1 | $156K | Sell |
3,035
-185
| -6% | -$10.3K | ﹤0.01% | 1765 |
|
|
2024
Q4 | $178K | Sell |
3,220
-19
| -0.6% | -$1.04K | ﹤0.01% | 1686 |
|
|
2024
Q3 | $151K | Sell |
3,239
-168
| -5% | -$7.71K | ﹤0.01% | 1661 |
|
|
2024
Q2 | $149K | Sell |
3,407
-2,325
| -41% | -$104K | ﹤0.01% | 1587 |
|
|
2024
Q1 | $291K | Buy |
5,732
+779
| +16% | +$38.1K | ﹤0.01% | 1270 |
|
|
2023
Q4 | $251K | Buy |
4,953
+196
| +4% | +$8.47K | ﹤0.01% | 1289 |
|
|
2023
Q3 | $192K | Buy |
4,757
+191
| +4% | +$8.12K | ﹤0.01% | 1305 |
|
|
2023
Q2 | $172K | Buy |
4,566
+745
| +19% | +$27.5K | ﹤0.01% | 1356 |
|
|
2023
Q1 | $151K | Sell |
3,821
-71,289
| -95% | -$3.42M | ﹤0.01% | 1408 |
|
|
2022
Q4 | $3.56M | Sell |
75,110
-3,404
| -4% | -$170K | 0.06% | 321 |
|
|
2022
Q3 | $3.55M | Buy |
78,514
+2,278
| +3% | +$105K | 0.07% | 290 |
|
|
2022
Q2 | $3.21M | Buy |
76,236
+72,222
| +1,799% | +$3.48M | 0.06% | 319 |
|
|
2022
Q1 | $225K | Buy |
4,014
+393
| +11% | +$23.3K | ﹤0.01% | 1251 |
|
|
2021
Q4 | $202K | Sell |
3,621
-1,362
| -27% | -$76.7K | ﹤0.01% | 1315 |
|
|
2021
Q3 | $271K | Sell |
4,983
-1,764
| -26% | -$87.8K | ﹤0.01% | 1141 |
|
|
2021
Q2 | $360K | Sell |
6,747
-4,567
| -40% | -$253K | 0.01% | 1084 |
|
|
2021
Q1 | $624K | Buy |
11,314
+3,092
| +38% | +$165K | 0.01% | 806 |
|
|
2020
Q4 | $347K | Buy |
8,222
+2,106
| +34% | +$76K | 0.01% | 865 |
|
|
2020
Q3 | $162K | Sell |
6,116
-167
| -3% | -$4.52K | ﹤0.01% | 1029 |
|
|
2020
Q2 | $180K | Buy |
6,283
+284
| +5% | +$7.52K | 0.01% | 918 |
|
|
2020
Q1 | $137K | Buy |
5,999
+203
| +4% | +$8.26K | 0.01% | 896 |
|
|
2019
Q4 | $309K | Buy |
5,796
+278
| +5% | +$13.4K | 0.01% | 757 |
|
|
2019
Q3 | $258K | Sell |
5,518
-2,036
| -27% | -$96.3K | 0.01% | 766 |
|
|
2019
Q2 | $360K | Buy |
7,554
+1,836
| +32% | +$91.5K | 0.01% | 644 |
|
|
2019
Q1 | $289K | Hold |
5,718
| – | – | 0.01% | 649 |
|
|
2018
Q4 | $281K | Hold |
5,718
| – | – | 0.01% | 617 |
|
|
2018
Q3 | $337K | Buy |
5,718
+5,600
| +4,746% | +$364K | 0.02% | 591 |
|
|
2018
Q2 | $8K | Hold |
118
| – | – | ﹤0.01% | 1836 |
|
|
2018
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 1749 |
|
|
2017
Q4 | $6K | Hold |
118
| – | – | ﹤0.01% | 1478 |
|
|
2017
Q3 | $6K | Sell |
118
-28
| -19% | -$1.4K | ﹤0.01% | 1259 |
|
|
2017
Q2 | $7K | Hold |
146
| – | – | ﹤0.01% | 1150 |
|
|
2017
Q1 | $7K | Hold |
146
| – | – | ﹤0.01% | 1048 |
|
|
2016
Q4 | $7K | Buy |
+146
| New | +$6.71K | ﹤0.01% | 622 |
|
Other funds holding WBS
VPM
VCM
