Circle Wealth Management, LLC's ownership history for WBS

Circle Wealth Management, LLC currently holds 10.3K shares with a market value of $610.4K. It started holding WBS on 2024-09-30. At its peak, it held 12.5K shares on 2024-09-30. Its highest holding value was $610.4K on 2025-09-30. At its lowest, it held 9.6K shares on 2024-12-31, with a value of $494.0K on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 688. In the recent year, Circle Wealth Management, LLC has decreased its shares by 2.2K.