Prestige Wealth Management Group’s Webster Financial WBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.64K Hold
140
﹤0.01% 484
2025
Q1
$7.22K Hold
140
﹤0.01% 494
2024
Q4
$7.73K Hold
140
﹤0.01% 514
2024
Q3
$6.53K Hold
140
﹤0.01% 544
2024
Q2
$6.1K Hold
140
﹤0.01% 501
2024
Q1
$7.11K Hold
140
﹤0.01% 505
2023
Q4
$7.11K Hold
140
﹤0.01% 514
2023
Q3
$5.64K Hold
140
﹤0.01% 552
2023
Q2
$5.29K Hold
140
﹤0.01% 581
2023
Q1
$5.52K Hold
140
﹤0.01% 551
2022
Q4
$6.63K Hold
140
﹤0.01% 553
2022
Q3
$6K Hold
140
﹤0.01% 532
2022
Q2
$6K Sell
140
-10
-7% -$429 ﹤0.01% 557
2022
Q1
$8K Buy
+150
New +$8K ﹤0.01% 520
2019
Q1
Sell
-53
Closed -$3K 1135
2018
Q4
$3K Buy
+53
New +$3K ﹤0.01% 765