Venturi Wealth Management’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 | $235K | Buy |
4,307
+91
| +2% | +$4.97K | 0.01% | 486 |
|
|
2025
Q1 | $217K | Hold |
4,216
| – | – | 0.01% | 523 |
|
|
2024
Q4 | $233K | Buy |
4,216
+4,053
| +2,487% | +$224K | 0.01% | 504 |
|
|
2024
Q3 | $7.6K | Hold |
163
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q2 | $7.11K | Hold |
163
| – | – | ﹤0.01% | 1171 |
|
|
2024
Q1 | $8.28K | Hold |
163
| – | – | ﹤0.01% | 972 |
|
|
2023
Q4 | $8.27K | Hold |
163
| – | – | ﹤0.01% | 916 |
|
|
2023
Q3 | $6.57K | Hold |
163
| – | – | ﹤0.01% | 897 |
|
|
2023
Q2 | $6.15K | Hold |
163
| – | – | ﹤0.01% | 719 |
|
|
2023
Q1 | $6.43K | Buy |
+163
| New | +$6.43K | ﹤0.01% | 787 |
|