United Services Automobile Association’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
Q2 | – | Sell |
-10,754
| Closed | -$549K | – | 1004 |
|
|
2025
Q1 | $549K | Sell |
10,754
-610
| -5% | -$33.9K | 0.02% | 488 |
|
|
2024
Q4 | $628K | Hold |
11,364
| – | – | 0.02% | 267 |
|
|
2024
Q3 | $530K | Sell |
11,364
-2,623
| -19% | -$120K | 0.01% | 278 |
|
|
2024
Q2 | $610K | Buy |
13,987
+950
| +7% | +$42.3K | 0.02% | 307 |
|
|
2024
Q1 | $662K | Hold |
13,037
| – | – | 0.02% | 297 |
|
|
2023
Q4 | $662K | Buy |
13,037
+784
| +6% | +$33.9K | 0.01% | 285 |
|
|
2023
Q3 | $494K | Buy |
12,253
+1,335
| +12% | +$56.8K | 0.01% | 301 |
|
|
2023
Q2 | $412K | Buy |
10,918
+211
| +2% | +$7.79K | 0.01% | 276 |
|
|
2023
Q1 | $422K | Sell |
10,707
-7,819
| -42% | -$375K | 0.01% | 269 |
|
|
2022
Q4 | $877K | Sell |
18,526
-77,570
| -81% | -$3.88M | 0.02% | 307 |
|
|
2022
Q3 | $4.34M | Hold |
96,096
| – | – | 0.12% | 124 |
|
|
2022
Q2 | $4.05M | Buy |
96,096
+19,236
| +25% | +$926K | 0.11% | 137 |
|
|
2022
Q1 | $4.31M | Buy |
+76,860
| New | +$4.56M | 0.08% | 95 |
|
|
2019
Q3 | – | Sell |
-25,577
| Closed | -$1.22M | – | 1720 |
|
|
2019
Q2 | $1.22M | Buy |
25,577
+11,460
| +81% | +$571K | ﹤0.01% | 1242 |
|
|
2019
Q1 | $715K | Hold |
14,117
| – | – | ﹤0.01% | 1467 |
|
|
2018
Q4 | $696K | Hold |
14,117
| – | – | ﹤0.01% | 1406 |
|
|
2018
Q3 | $832K | Sell |
14,117
-576
| -4% | -$37.5K | ﹤0.01% | 1439 |
|
|
2018
Q2 | $936K | Buy |
14,693
+706
| +5% | +$44K | ﹤0.01% | 1397 |
|
|
2018
Q1 | $775K | Buy |
+13,987
| New | +$791K | ﹤0.01% | 1511 |
|
|
2017
Q1 | – | Sell |
-336,960
| Closed | -$18.3M | – | 1382 |
|
|
2016
Q4 | $18.3M | Sell |
336,960
-52,640
| -14% | -$2.42M | 0.06% | 340 |
|
|
2016
Q3 | $14.8M | Sell |
389,600
-7,040
| -2% | -$259K | 0.05% | 384 |
|
|
2016
Q2 | $13.5M | Sell |
396,640
-29,840
| -7% | -$1.09M | 0.05% | 396 |
|
|
2016
Q1 | $15.3M | Buy |
426,480
+47,810
| +13% | +$1.64M | 0.06% | 372 |
|
|
2015
Q4 | $14.1M | Buy |
378,670
+16,870
| +5% | +$639K | 0.05% | 370 |
|
|
2015
Q3 | $12.9M | Sell |
361,800
-21,600
| -6% | -$804K | 0.05% | 382 |
|
|
2015
Q2 | $15.2M | Buy |
383,400
+5,100
| +1% | +$192K | 0.05% | 382 |
|
|
2015
Q1 | $14M | Buy |
378,300
+21,300
| +6% | +$715K | 0.05% | 395 |
|
|
2014
Q4 | $11.6M | Hold |
357,000
| – | – | 0.04% | 428 |
|
|
2014
Q3 | $10.4M | Buy |
357,000
+4,300
| +1% | +$128K | 0.04% | 449 |
|
|
2014
Q2 | $11.1M | Hold |
352,700
| – | – | 0.04% | 448 |
|
|
2014
Q1 | $11M | Hold |
352,700
| – | – | 0.04% | 426 |
|
|
2013
Q4 | $11M | Buy |
352,700
+14,800
| +4% | +$421K | 0.05% | 420 |
|
|
2013
Q3 | $8.63M | Buy |
337,900
+10,600
| +3% | +$282K | 0.04% | 470 |
|
|
2013
Q2 | $8.4M | Buy |
+327,300
| New | +$7.71M | 0.04% | 448 |
|
Other funds holding WBS
