TIM
Tortoise Investment Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382 | Buy |
+7
| New | +$382 | ﹤0.01% | 1113 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$6K | – | 748 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 516 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 486 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 448 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 486 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 502 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 488 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 446 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 460 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 434 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 440 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 413 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 410 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 392 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2016
Q2 | $3K | Sell |
100
-100
| -50% | -$3K | ﹤0.01% | 427 |
|
|
2016
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 316 |
|
|
2015
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 335 |
|