Prestige Wealth Management Group’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.32K | Hold |
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|
2025
Q2 | $7.64K | Hold |
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|
2025
Q1 | $7.22K | Hold |
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|
2024
Q4 | $7.73K | Hold |
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|
2024
Q3 | $6.53K | Hold |
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|
2024
Q2 | $6.1K | Hold |
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|
2024
Q1 | $7.11K | Hold |
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|
2023
Q4 | $7.11K | Hold |
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|
2023
Q3 | $5.64K | Hold |
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|
2023
Q2 | $5.29K | Hold |
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|
2023
Q1 | $5.52K | Hold |
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|
2022
Q4 | $6.63K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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