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EP Wealth Advisors’s Webster Financial WBS Stock Holding History

EP Wealth Advisors’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$505K Buy
9,245
+484
+6% +$26.4K ﹤0.01% 777
2025
Q1 		$452K Buy
8,761
+3,028
+53% +$156K ﹤0.01% 743
2024
Q4 		$317K Buy
5,733
+512
+10% +$28.3K ﹤0.01% 853
2024
Q3 		$243K Buy
+5,221
New +$243K ﹤0.01% 950