Beverly Hills Private Wealth’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 | $290K | Sell |
5,308
-750
| -12% | -$41K | 0.05% | 270 |
|
|
2025
Q1 | $312K | Buy |
6,058
+262
| +5% | +$13.5K | 0.06% | 257 |
|
|
2024
Q4 | $320K | Sell |
5,796
-669
| -10% | -$36.9K | 0.06% | 247 |
|
|
2024
Q3 | $301K | Sell |
6,465
-1,386
| -18% | -$64.6K | 0.06% | 270 |
|
|
2024
Q2 | $342K | Sell |
7,851
-456
| -5% | -$19.9K | 0.07% | 249 |
|
|
2024
Q1 | $422K | Sell |
8,307
-557
| -6% | -$28.3K | 0.1% | 224 |
|
|
2023
Q4 | $450K | Sell |
8,864
-731
| -8% | -$37.1K | 0.12% | 189 |
|
|
2023
Q3 | $387K | Sell |
9,595
-9,596
| -50% | -$387K | 0.12% | 192 |
|
|
2023
Q2 | $883K | Buy |
19,191
+9,802
| +104% | +$451K | 0.15% | 154 |
|
|
2023
Q1 | $370K | Buy |
9,389
+1,712
| +22% | +$67.5K | 0.11% | 197 |
|
|
2022
Q4 | $363K | Buy |
+7,677
| New | +$363K | 0.16% | 143 |
|