A detailed history of Beverly Hills Private Wealth, LLC transactions in Webster Financial Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 6,465 shares of WBS stock, worth $399,278. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,465
Previous 7,851 17.65%
Holding current value
$399,278
Previous $342 Million 11.95%
% of portfolio
0.06%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$42.49 - $49.62 $58,891 - $68,773
-1,386 Reduced 17.65%
6,465 $301 Million
Q2 2024

Aug 07, 2024

SELL
$39.64 - $49.54 $18,075 - $22,590
-456 Reduced 5.49%
7,851 $342 Million
Q1 2024

May 08, 2024

SELL
$45.43 - $52.56 $25,304 - $29,275
-557 Reduced 6.28%
8,307 $422 Million
Q4 2023

Jan 29, 2024

SELL
$36.81 - $53.17 $26,908 - $38,867
-731 Reduced 7.62%
8,864 $450 Million
Q3 2023

Nov 08, 2023

SELL
$37.7 - $47.35 $361,769 - $454,370
-9,596 Reduced 50.0%
9,595 $387 Million
Q2 2023

Aug 09, 2023

BUY
$32.24 - $40.69 $316,016 - $398,843
9,802 Added 104.4%
19,191 $883 Million
Q1 2023

May 03, 2023

BUY
$37.55 - $55.65 $64,285 - $95,272
1,712 Added 22.3%
9,389 $370 Million
Q4 2022

Feb 13, 2023

BUY
$44.4 - $55.4 $340,858 - $425,305
7,677 New
7,677 $363 Million

Others Institutions Holding WBS

About WEBSTER FINANCIAL CORP


  • Ticker WBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 175,834,000
  • Market Cap $10.9B
  • Description
  • Webster Financial Corporation operates as the bank holding company for Webster Bank, National Association that provides a range of banking, investment, and financial services to individuals, families, and businesses in the United States. It operates through three segments: Commercial Banking, HSA Bank, and Retail Banking. The Commercial Banking ...
More about WBS
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