Envestnet Portfolio Solutions’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 | $215K | Sell |
3,946
-62
| -2% | -$3.39K | ﹤0.01% | 1478 |
|
|
2025
Q1 | $207K | Sell |
4,008
-4,666
| -54% | -$241K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $479K | Sell |
8,674
-244
| -3% | -$13.5K | ﹤0.01% | 1265 |
|
|
2024
Q3 | $416K | Sell |
8,918
-398
| -4% | -$18.6K | ﹤0.01% | 1291 |
|
|
2024
Q2 | $406K | Sell |
9,316
-864
| -8% | -$37.7K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $517K | Buy |
10,180
+166
| +2% | +$8.43K | ﹤0.01% | 1107 |
|
|
2023
Q4 | $508K | Sell |
10,014
-580
| -5% | -$29.4K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $427K | Buy |
+10,594
| New | +$427K | ﹤0.01% | 1052 |
|