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 |
|