Allworth Financial’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Buy	3,591 +2,266	+171%	+$155K	﹤0.01%	1272
2025 Q4	$83.4K	Sell	1,325 -87	-6%	-$5.17K	﹤0.01%	1862
2025 Q3	$83.9K	Buy	1,412 +158	+13%	+$9.41K	﹤0.01%	1776
2025 Q2	$68.5K	Buy	1,254 +313	+33%	+$15.6K	﹤0.01%	1754
2025 Q1	$45.1K	Buy	941 +286	+44%	+$15.9K	﹤0.01%	1603
2024 Q4	$38.8K	Buy	655 +43	+7%	+$2.36K	﹤0.01%	1705
2024 Q3	$28.5K	Buy	612 +16	+3%	+$734	﹤0.01%	1689
2024 Q2	$28.5K	Buy	596 +15	+3%	+$668	﹤0.01%	1654
2024 Q1	$29.5K	Buy	581 +4	+0.7%	+$196	﹤0.01%	1547
2023 Q4	$29.3K	Buy	577 +27	+5%	+$1.17K	﹤0.01%	1424
2023 Q3	$22.2K	Buy	550 +111	+25%	+$4.72K	﹤0.01%	1453
2023 Q2	$16.6K	Buy	439 +396	+921%	+$14.6K	﹤0.01%	1659
2023 Q1	$1.7K	Sell	43 -424	-91%	-$20.4K	﹤0.01%	2474
2022 Q4	$22.1K	Buy	467 +36	+8%	+$1.8K	﹤0.01%	1316
2022 Q3	$19K	Buy	431 +420	+3,818%	+$19.4K	﹤0.01%	1326
2022 Q2	$0	Sell	11 -246	-96%	-$11.8K	﹤0.01%	2857
2022 Q1	$14K	Buy	257 +19	+8%	+$1.13K	﹤0.01%	1387
2021 Q4	$13K	Hold	238	–	–	﹤0.01%	1305
2021 Q3	$13K	Buy	+238	New	+$11.8K	﹤0.01%	1202