A detailed history of Ever Source Wealth Advisors, LLC transactions in Webster Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 848 shares of WBS stock, worth $36,506. This represents 0.0% of its overall portfolio holdings.

Number of Shares
848
Previous 1,114 23.88%
Holding current value
$36,506
Previous $56,000 23.21%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$45.43 - $52.56 $12,084 - $13,980
-266 Reduced 23.88%
848 $43,000
Q4 2023

Feb 09, 2024

BUY
$36.81 - $53.17 $9,386 - $13,558
255 Added 29.69%
1,114 $56,000
Q3 2023

Nov 03, 2023

SELL
$37.7 - $47.35 $8,444 - $10,606
-224 Reduced 20.68%
859 $34,000
Q2 2023

Aug 04, 2023

BUY
$32.24 - $40.69 $10,252 - $12,939
318 Added 41.57%
1,083 $40,000
Q1 2023

May 11, 2023

SELL
$37.55 - $55.65 $3,529 - $5,231
-94 Reduced 10.94%
765 $30,000
Q4 2022

Feb 09, 2023

SELL
$44.4 - $55.4 $1,332 - $1,662
-30 Reduced 3.37%
859 $40,000
Q3 2022

Nov 07, 2022

BUY
$25.0 - $49.88 $15,425 - $30,775
617 Added 226.84%
889 $40,000
Q2 2022

Aug 01, 2022

BUY
$42.15 - $55.66 $969 - $1,280
23 Added 9.24%
272 $11,000
Q1 2022

May 25, 2022

BUY
$52.19 - $64.34 $11,690 - $14,412
224 Added 896.0%
249 $14,000
Q4 2021

Feb 07, 2022

BUY
$51.73 - $59.66 $1,293 - $1,491
25 New
25 $1,000

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 $7.57B
  • 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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.