EWM
Evercore Wealth Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
6,118
-1,828
| -23% | -$99.8K | 0.01% | 332 |
|
|
2025
Q1 | $410K | Hold |
7,946
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $439K | Hold |
7,946
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $370K | Hold |
7,946
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $346K | Hold |
7,946
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $403K | Hold |
7,946
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $403K | Buy |
+7,946
| New | +$403K | 0.01% | 304 |
|
|
2022
Q4 | – | Sell |
-23,616
| Closed | -$1.07M | – | 408 |
|
|
2022
Q3 | $1.07M | Sell |
23,616
-2,500
| -10% | -$113K | 0.02% | 197 |
|
|
2022
Q2 | $1.1M | Buy |
26,116
+14,129
| +118% | +$596K | 0.02% | 198 |
|
|
2022
Q1 | $673K | Buy |
+11,987
| New | +$673K | 0.01% | 258 |
|