Avantax Advisory Services’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy	5,767 +1,312	+29%	+$71.6K	﹤0.01%	1869
2025 Q1	$230K	Buy	4,455 +377	+9%	+$19.4K	﹤0.01%	2013
2024 Q4	$225K	Buy	+4,078	New	+$225K	﹤0.01%	1982