Evergreen Capital Management’s Webster Financial WBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Sell
7,980
-816
-9% -$44.6K 0.01% 620
2025
Q1
$453K Sell
8,796
-216
-2% -$11.1K 0.02% 549
2024
Q4
$498K Buy
9,012
+606
+7% +$33.5K 0.02% 514
2024
Q3
$392K Sell
8,406
-60
-0.7% -$2.8K 0.01% 606
2024
Q2
$369K Buy
8,466
+3,733
+79% +$163K 0.01% 573
2024
Q1
$240K Buy
4,733
+181
+4% +$9.19K 0.01% 720
2023
Q4
$231K Buy
+4,552
New +$231K 0.01% 709