Verdence Capital Advisors’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 | $541K | Buy |
9,917
+91
| +0.9% | +$4.97K | 0.04% | 391 |
|
|
2025
Q1 | $507K | Buy |
9,826
+2,523
| +35% | +$130K | 0.04% | 381 |
|
|
2024
Q4 | $403K | Sell |
7,303
-1,334
| -15% | -$73.7K | 0.03% | 401 |
|
|
2024
Q3 | $403K | Buy |
8,637
+2,332
| +37% | +$109K | 0.03% | 417 |
|
|
2024
Q2 | $275K | Buy |
6,305
+92
| +1% | +$4.01K | 0.02% | 500 |
|
|
2024
Q1 | $315K | Sell |
6,213
-501
| -7% | -$25.4K | 0.03% | 471 |
|
|
2023
Q4 | $341K | Sell |
6,714
-58
| -0.9% | -$2.94K | 0.03% | 427 |
|
|
2023
Q3 | $273K | Buy |
6,772
+171
| +3% | +$6.89K | 0.03% | 464 |
|
|
2023
Q2 | $249K | Sell |
6,601
-503
| -7% | -$19K | 0.03% | 470 |
|
|
2023
Q1 | $280K | Buy |
7,104
+457
| +7% | +$18K | 0.03% | 439 |
|
|
2022
Q4 | $315K | Sell |
6,647
-267
| -4% | -$12.6K | 0.04% | 371 |
|
|
2022
Q3 | $313K | Buy |
6,914
+4
| +0.1% | +$181 | 0.04% | 363 |
|
|
2022
Q2 | $291K | Sell |
6,910
-224
| -3% | -$9.43K | 0.04% | 391 |
|
|
2022
Q1 | $400K | Buy |
+7,134
| New | +$400K | 0.05% | 346 |
|