Webster Bank’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6K | Buy |
514
+20
| +4% | +$1.39K | ﹤0.01% | 395 |
|
|
2025
Q1 | $33.1K | Hold |
494
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $33.3K | Hold |
494
| – | – | ﹤0.01% | 393 |
|
|
2024
Q3 | $36.4K | Hold |
494
| – | – | ﹤0.01% | 386 |
|
|
2024
Q2 | $35.4K | Sell |
494
-100
| -17% | -$7.16K | ﹤0.01% | 387 |
|
|
2024
Q1 | $44.4K | Sell |
594
-56
| -9% | -$4.18K | 0.01% | 361 |
|
|
2023
Q4 | $42.5K | Hold |
650
| – | – | 0.01% | 365 |
|
|
2023
Q3 | $38.8K | Hold |
650
| – | – | 0.01% | 354 |
|
|
2023
Q2 | $40.6K | Hold |
650
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $42.5K | Hold |
650
| – | – | 0.01% | 348 |
|
|
2022
Q4 | $38K | Hold |
650
| – | – | 0.01% | 351 |
|
|
2022
Q3 | $32K | Hold |
650
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $31K | Hold |
650
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $34K | Hold |
650
| – | – | ﹤0.01% | 378 |
|
|
2021
Q4 | $39K | Buy |
+650
| New | +$39K | ﹤0.01% | 370 |
|