Y-Intercept (HK)’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 | – | Sell |
-4,670
| Closed | -$241K | – | 2063 |
|
|
2025
Q1 | $241K | Sell |
4,670
-29,130
| -86% | -$1.5M | 0.02% | 985 |
|
|
2024
Q4 | $1.87M | Buy |
33,800
+4,279
| +14% | +$236K | 0.12% | 224 |
|
|
2024
Q3 | $1.38M | Sell |
29,521
-41,164
| -58% | -$1.92M | 0.08% | 312 |
|
|
2024
Q2 | $3.08M | Buy |
70,685
+37,551
| +113% | +$1.64M | 0.17% | 135 |
|
|
2024
Q1 | $1.68M | Sell |
33,134
-12,416
| -27% | -$630K | 0.13% | 206 |
|
|
2023
Q4 | $2.31M | Buy |
+45,550
| New | +$2.31M | 0.22% | 109 |
|
|
2023
Q2 | – | Sell |
-12,042
| Closed | -$475K | – | 1765 |
|
|
2023
Q1 | $475K | Sell |
12,042
-3,729
| -24% | -$147K | 0.06% | 553 |
|
|
2022
Q4 | $747K | Buy |
+15,771
| New | +$747K | 0.11% | 292 |
|
|
2022
Q3 | – | Sell |
-6,625
| Closed | -$279K | – | 1303 |
|
|
2022
Q2 | $279K | Buy |
+6,625
| New | +$279K | 0.04% | 602 |
|