EWA
EverSource Wealth Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
3,398
+2,284
| +205% | +$125K | 0.01% | 884 |
|
|
2025
Q1 | $57.5K | Buy |
1,114
+135
| +14% | +$6.96K | ﹤0.01% | 1173 |
|
|
2024
Q4 | $54.1K | Buy |
979
+97
| +11% | +$5.36K | ﹤0.01% | 1156 |
|
|
2024
Q3 | $41.1K | Buy |
882
+14
| +2% | +$653 | ﹤0.01% | 1144 |
|
|
2024
Q2 | $43.1K | Buy |
868
+20
| +2% | +$992 | ﹤0.01% | 1157 |
|
|
2024
Q1 | $37.2K | Sell |
848
-266
| -24% | -$11.7K | ﹤0.01% | 1096 |
|
|
2023
Q4 | $56.5K | Buy |
1,114
+255
| +30% | +$12.9K | 0.01% | 851 |
|
|
2023
Q3 | $34.6K | Sell |
859
-224
| -21% | -$9.03K | ﹤0.01% | 943 |
|
|
2023
Q2 | $40.9K | Buy |
1,083
+318
| +42% | +$12K | ﹤0.01% | 918 |
|
|
2023
Q1 | $30.2K | Sell |
765
-94
| -11% | -$3.71K | ﹤0.01% | 953 |
|
|
2022
Q4 | $40.6K | Sell |
859
-30
| -3% | -$1.42K | 0.01% | 836 |
|
|
2022
Q3 | $40K | Buy |
889
+617
| +227% | +$27.8K | 0.01% | 694 |
|
|
2022
Q2 | $11K | Buy |
272
+23
| +9% | +$930 | ﹤0.01% | 1018 |
|
|
2022
Q1 | $14K | Buy |
249
+224
| +896% | +$12.6K | ﹤0.01% | 860 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1739 |
|