Rise Advisors’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
$22.1K Buy
405
+5
+1% +$273 0.01% 475
2025
Q1
$20.6K Sell
400
-177
-31% -$9.12K 0.01% 482
2024
Q4
$31.9K Buy
577
+4
+0.7% +$221 0.02% 369
2024
Q3
$26.7K Buy
573
+5
+0.9% +$233 0.01% 478
2024
Q2
$24.8K Buy
568
+5
+0.9% +$218 0.01% 484
2024
Q1
$28.6K Buy
+563
New +$28.6K 0.02% 405