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HB Wealth Management’s Webster Financial WBS Stock Holding History

HB Wealth Management’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$354K Sell
6,484
-1,985
-23% -$108K ﹤0.01% 863
2025
Q1 		$437K Buy
8,469
+2,751
+48% +$142K ﹤0.01% 791
2024
Q4 		$316K Buy
+5,718
New +$316K ﹤0.01% 784