Wetzel Investment 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 | $229K | Hold |
4,200
| – | – | 0.1% | 111 |
|
|
2025
Q1 | $217K | Hold |
4,200
| – | – | 0.11% | 111 |
|
|
2024
Q4 | $232K | Buy |
+4,200
| New | +$232K | 0.12% | 109 |
|
|
2024
Q3 | – | Sell |
-4,700
| Closed | -$239K | – | 878 |
|
|
2024
Q2 | $239K | Hold |
4,700
| – | – | 0.14% | 105 |
|
|
2024
Q1 | $213K | Hold |
4,700
| – | – | 0.13% | 109 |
|
|
2023
Q4 | $239K | Buy |
+4,700
| New | +$239K | 0.15% | 99 |
|