Evercore Wealth Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $439K | Hold |
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|
2024
Q3 | $370K | Hold |
|
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|
2024
Q2 | $346K | Hold |
|
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|
2024
Q1 | $403K | Hold |
|
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|
2023
Q4 | $403K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.1M | Buy |
|
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|
2022
Q1 | $673K | Buy |
|