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
2026 Q1	$9.93K	Buy	143 +3	+2%	+$205	﹤0.01%	429
2025 Q4	$8.81K	Hold	140	–	–	﹤0.01%	475
2025 Q3	$8.32K	Hold	140	–	–	﹤0.01%	486
2025 Q2	$7.64K	Hold	140	–	–	﹤0.01%	486
2025 Q1	$7.22K	Hold	140	–	–	﹤0.01%	496
2024 Q4	$7.73K	Hold	140	–	–	﹤0.01%	515
2024 Q3	$6.53K	Hold	140	–	–	﹤0.01%	546
2024 Q2	$6.1K	Hold	140	–	–	﹤0.01%	504
2024 Q1	$7.11K	Hold	140	–	–	﹤0.01%	507
2023 Q4	$7.11K	Hold	140	–	–	﹤0.01%	517
2023 Q3	$5.64K	Hold	140	–	–	﹤0.01%	557
2023 Q2	$5.29K	Hold	140	–	–	﹤0.01%	585
2023 Q1	$5.52K	Hold	140	–	–	﹤0.01%	552
2022 Q4	$6.63K	Hold	140	–	–	﹤0.01%	555
2022 Q3	$6K	Hold	140	–	–	﹤0.01%	532
2022 Q2	$6K	Sell	140 -10	-7%	-$482	﹤0.01%	557
2022 Q1	$8K	Buy	+150	New	+$8.9K	﹤0.01%	520
2019 Q1	–	Sell	-53	Closed	-$3K	–	1136
2018 Q4	$3K	Buy	+53	New	+$3.03K	﹤0.01%	765