ECM
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Evergreen Capital Management’s Webster Financial WBS Stock Holding History

Evergreen Capital Management’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
2026
Q1 		$643K Buy
9,259
+1,427
+18% +$97.7K 0.01% 654
2025
Q4 		$493K Sell
7,832
-1,313
-14% -$78K 0.01% 752
2025
Q3 		$544K Buy
9,145
+1,165
+15% +$69.4K 0.01% 621
2025
Q2 		$436K Sell
7,980
-816
-9% -$40.7K 0.01% 623
2025
Q1 		$453K Sell
8,796
-216
-2% -$12K 0.02% 549
2024
Q4 		$498K Buy
9,012
+606
+7% +$33.3K 0.02% 514
2024
Q3 		$392K Sell
8,406
-60
-0.7% -$2.75K 0.01% 606
2024
Q2 		$369K Buy
8,466
+3,733
+79% +$166K 0.01% 573
2024
Q1 		$240K Buy
4,733
+181
+4% +$8.85K 0.01% 721
2023
Q4 		$231K Buy
+4,552
New +$197K 0.01% 709

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