Private 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 | $12.3K | Hold |
225
| – | – | ﹤0.01% | 430 |
|
|
2025
Q1 | $11.6K | Hold |
225
| – | – | ﹤0.01% | 426 |
|
|
2024
Q4 | $12.4K | Hold |
225
| – | – | ﹤0.01% | 412 |
|
|
2024
Q3 | $10.5K | Hold |
225
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $9.81K | Sell |
225
-85
| -27% | -$3.71K | ﹤0.01% | 445 |
|
|
2024
Q1 | $15.7K | Hold |
310
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $15.7K | Buy |
+310
| New | +$15.7K | 0.01% | 308 |
|