Sutton Place Investors’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 | $666K | Sell |
12,195
-589
| -5% | -$32.2K | 0.4% | 60 |
|
2025
Q1 | $659K | Sell |
12,784
-2,115
| -14% | -$109K | 0.44% | 55 |
|
2024
Q4 | $823K | Buy |
14,899
+5,529
| +59% | +$305K | 0.48% | 56 |
|
2024
Q3 | $437K | Sell |
9,370
-489
| -5% | -$22.8K | 0.27% | 81 |
|
2024
Q2 | $430K | Sell |
9,859
-28
| -0.3% | -$1.22K | 0.29% | 74 |
|
2024
Q1 | $502K | Buy |
9,887
+2,151
| +28% | +$109K | 0.25% | 103 |
|
2023
Q4 | $393K | Buy |
7,736
+19
| +0.2% | +$964 | 0.28% | 93 |
|
2023
Q3 | $311K | Sell |
7,717
-8
| -0.1% | -$322 | 0.4% | 51 |
|
2023
Q2 | $292K | Sell |
7,725
-4
| -0.1% | -$151 | 0.41% | 51 |
|
2023
Q1 | $305K | Buy |
7,729
+375
| +5% | +$14.8K | 0.41% | 45 |
|
2022
Q4 | $348K | Sell |
7,354
-4
| -0.1% | -$189 | 0.5% | 41 |
|
2022
Q3 | $333K | Buy |
7,358
+34
| +0.5% | +$1.54K | 0.5% | 40 |
|
2022
Q2 | $309K | Sell |
7,324
-28
| -0.4% | -$1.18K | 0.45% | 46 |
|
2022
Q1 | $368K | Buy |
+7,352
| New | +$368K | 0.44% | 49 |
|