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Whipplewood Advisors’s Webster Financial WBS Stock Holding History

Whipplewood Advisors’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.55K Buy
65
+11
+20% +$601 ﹤0.01% 759
2025
Q1 		$5.46K Sell
54
-52
-49% -$5.26K ﹤0.01% 683
2024
Q4 		$5.85K Buy
+106
New +$5.85K ﹤0.01% 661