Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Webster Financial WBS Stock Holding History

Envestnet Portfolio Solutions’s Portfolio WBS Stock Details WBS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$215K Sell
2025
Q1 		$207K Sell
2024
Q4 		$479K Sell
2024
Q3 		$416K Sell
2024
Q2 		$406K Sell
2024
Q1 		$517K Buy
2023
Q4 		$508K Sell
2023
Q3 		$427K Buy