Beacon Pointe Advisors’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $305K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $558K | Buy |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $624K | Buy |
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