Beverly Hills Private Wealth’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	$337K	Sell	4,857 -147	-3%	-$10.1K	0.06%	248
2025 Q4	$315K	Sell	5,004 -103	-2%	-$6.12K	0.05%	248
2025 Q3	$304K	Sell	5,107 -201	-4%	-$12K	0.05%	261
2025 Q2	$290K	Sell	5,308 -750	-12%	-$37.4K	0.05%	271
2025 Q1	$312K	Buy	6,058 +262	+5%	+$14.6K	0.06%	257
2024 Q4	$320K	Sell	5,796 -669	-10%	-$36.7K	0.06%	247
2024 Q3	$301K	Sell	6,465 -1,386	-18%	-$63.6K	0.06%	270
2024 Q2	$342K	Sell	7,851 -456	-5%	-$20.3K	0.07%	249
2024 Q1	$422K	Sell	8,307 -557	-6%	-$27.2K	0.1%	224
2023 Q4	$450K	Sell	8,864 -731	-8%	-$31.6K	0.12%	189
2023 Q3	$387K	Sell	9,595 -9,596	-50%	-$408K	0.12%	192
2023 Q2	$883K	Buy	19,191 +9,802	+104%	+$362K	0.15%	154
2023 Q1	$370K	Buy	9,389 +1,712	+22%	+$82.2K	0.11%	197
2022 Q4	$363K	Buy	+7,677	New	+$384K	0.16%	143