Wealth Enhancement Advisory Services’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
$2.02M Buy
34,462
+18,945
+122% +$1.11M ﹤0.01% 1340
2025
Q1
$800K Buy
15,517
+4,653
+43% +$240K ﹤0.01% 1720
2024
Q4
$600K Buy
10,864
+1,459
+16% +$80.6K ﹤0.01% 1834
2024
Q3
$438K Buy
9,405
+92
+1% +$4.29K ﹤0.01% 1890
2024
Q2
$406K Sell
9,313
-324
-3% -$14.1K ﹤0.01% 1770
2024
Q1
$489K Buy
9,637
+248
+3% +$12.6K ﹤0.01% 1601
2023
Q4
$477K Sell
9,389
-1,525
-14% -$77.4K ﹤0.01% 1533
2023
Q3
$440K Buy
+10,914
New +$440K ﹤0.01% 1504