Wealth Enhancement Advisory Services
WBS icon

Wealth Enhancement Advisory Services’s Webster Financial WBS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.01M Buy
70,225
+34,042
+94% +$2.33M 0.01% 1176
2025
Q4 		$2.41M Sell
36,183
-112
-0.3% -$6.65K ﹤0.01% 1413
2025
Q3 		$2.18M Buy
36,295
+1,833
+5% +$109K ﹤0.01% 1382
2025
Q2 		$2.02M Buy
34,462
+18,945
+122% +$944K ﹤0.01% 1343
2025
Q1 		$800K Buy
15,517
+4,653
+43% +$259K ﹤0.01% 1728
2024
Q4 		$600K Buy
10,864
+1,459
+16% +$80.1K ﹤0.01% 1851
2024
Q3 		$438K Buy
9,405
+92
+1% +$4.22K ﹤0.01% 1907
2024
Q2 		$406K Sell
9,313
-324
-3% -$14.4K ﹤0.01% 1772
2024
Q1 		$489K Buy
9,637
+248
+3% +$12.1K ﹤0.01% 1601
2023
Q4 		$477K Sell
9,389
-1,525
-14% -$65.9K ﹤0.01% 1536
2023
Q3 		$440K Buy
+10,914
New +$464K ﹤0.01% 1507

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