Cerity Partners
WBS icon

Cerity Partners’s Webster Financial WBS Stock Holding History

Cerity Partners’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.04M Buy
43,783
+23,807
+119% +$1.63M ﹤0.01% 1247
2025
Q4 		$1.26M Buy
19,976
+2,021
+11% +$120K ﹤0.01% 1595
2025
Q3 		$1.07M Sell
17,955
-2,289
-11% -$136K ﹤0.01% 1568
2025
Q2 		$1.11M Buy
20,244
+7,956
+65% +$397K ﹤0.01% 1473
2025
Q1 		$633K Buy
12,288
+3,430
+39% +$191K ﹤0.01% 1640
2024
Q4 		$436K Sell
8,858
-766
-8% -$42.1K ﹤0.01% 1839
2024
Q3 		$449K Buy
9,624
+3,036
+46% +$139K ﹤0.01% 1831
2024
Q2 		$287K Sell
6,588
-36,673
-85% -$1.63M ﹤0.01% 1843
2024
Q1 		$2.2M Buy
+43,261
New +$2.12M 0.01% 929

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