JSAM
J. Safra Asset Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Sell |
428
-148
| -26% | -$8.1K | ﹤0.01% | 201 |
|
|
2025
Q1 | $29.7K | Buy |
576
+179
| +45% | +$9.23K | ﹤0.01% | 178 |
|
|
2024
Q4 | $21.8K | Buy |
397
+112
| +39% | +$6.15K | ﹤0.01% | 240 |
|
|
2024
Q3 | $13.2K | Buy |
285
+258
| +956% | +$12K | ﹤0.01% | 222 |
|
|
2024
Q2 | $1.18K | Buy |
+27
| New | +$1.18K | ﹤0.01% | 235 |
|