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
2026 Q1	$432K	Sell	6,222 -2	-0%	-$137	0.01%	301
2025 Q4	$392K	Buy	6,224 +680	+12%	+$40.4K	0.01%	315
2025 Q3	$330K	Sell	5,544 -574	-9%	-$34.2K	﹤0.01%	339
2025 Q2	$334K	Sell	6,118 -1,828	-23%	-$91.1K	0.01%	332
2025 Q1	$410K	Hold	7,946	–	–	0.01%	298
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	+$343K	0.01%	304
2022 Q4	–	Sell	-23,616	Closed	-$1.07M	–	408
2022 Q3	$1.07M	Sell	23,616 -2,500	-10%	-$116K	0.02%	197
2022 Q2	$1.1M	Buy	26,116 +14,129	+118%	+$680K	0.02%	198
2022 Q1	$673K	Buy	+11,987	New	+$712K	0.01%	258