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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $177K | Sell |
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|
2025
Q2 | $165K | Sell |
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|
2025
Q1 | $156K | Sell |
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|
2024
Q4 | $178K | Sell |
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|
2024
Q3 | $151K | Sell |
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|
2024
Q2 | $149K | Sell |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $172K | Buy |
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|
2023
Q1 | $151K | Sell |
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|
2022
Q4 | $3.56M | Sell |
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|
2022
Q3 | $3.55M | Buy |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $624K | Buy |
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|
2020
Q4 | $347K | Buy |
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|
2020
Q3 | $162K | Sell |
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|
2020
Q2 | $180K | Buy |
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|
2020
Q1 | $137K | Buy |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $360K | Buy |
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|
2019
Q1 | $289K | Hold |
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|
2018
Q4 | $281K | Hold |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Buy |
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