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Tompkins Financial’s Webster Financial WBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.22M Sell
95,539
-9,436
-9% -$515K 0.48% 51
2025
Q1
$5.41M Hold
104,975
0.52% 51
2024
Q4
$5.8M Sell
104,975
-8,533
-8% -$471K 0.54% 47
2024
Q3
$5.29M Buy
113,508
+88,246
+349% +$4.11M 0.51% 47
2024
Q2
$1.1M Hold
25,262
0.12% 83
2024
Q1
$1.28M Buy
25,262
+100
+0.4% +$5.08K 0.15% 81
2023
Q4
$1.28M Hold
25,162
0.15% 77
2023
Q3
$1.01M Hold
25,162
0.16% 76
2023
Q2
$950K Hold
25,162
0.15% 80
2023
Q1
$992K Hold
25,162
0.16% 82
2022
Q4
$1.19M Hold
25,162
0.19% 78
2022
Q3
$1.14M Hold
25,162
0.19% 78
2022
Q2
$1.06M Hold
25,162
0.17% 82
2022
Q1
$1.41M Buy
+25,162
New +$1.41M 0.2% 78
2021
Q1
Sell
-15
Closed -$1K 543
2020
Q4
$1K Buy
+15
New +$1K ﹤0.01% 512
2016
Q3
Sell
-390
Closed -$13K 494
2016
Q2
$13K Buy
+390
New +$13K ﹤0.01% 371