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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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