Atria Wealth Solutions’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$627K	Sell	11,476 -88	-0.8%	-$4.39K	0.01%	823
2025 Q1	$596K	Sell	11,564 -6	-0.1%	-$334	0.01%	1116
2024 Q4	$639K	Sell	11,570 -8	-0.1%	-$439	0.01%	1136
2024 Q3	$540K	Sell	11,578 -1,945	-14%	-$89.3K	0.01%	1213
2024 Q2	$589K	Sell	13,523 -262	-2%	-$11.7K	0.01%	1158
2024 Q1	$700K	Sell	13,785 -75	-0.5%	-$3.67K	0.01%	1081
2023 Q4	$704K	Sell	13,860 -46	-0.3%	-$1.99K	0.01%	1034
2023 Q3	$561K	Sell	13,906 -41	-0.3%	-$1.74K	0.01%	1079
2023 Q2	$526K	Buy	13,947 +1,085	+8%	+$40.1K	0.01%	1132
2023 Q1	$507K	Buy	12,862 +948	+8%	+$45.5K	0.01%	1129
2022 Q4	$564K	Buy	11,914 +651	+6%	+$32.6K	0.01%	1013
2022 Q3	$509K	Buy	11,263 +1,623	+17%	+$75.1K	0.01%	1008
2022 Q2	$406K	Sell	9,640 -1,139	-11%	-$54.9K	0.01%	1067
2022 Q1	$605K	Buy	+10,779	New	+$640K	0.01%	962