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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Sell |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $422K | Sell |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $883K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $363K | Buy |
|