Bailard’s Webster Financial WBS Stock Holding History

Bailard’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$595K	Buy
2025 Q1	$351K	Buy
2022 Q2	–	Sell
2022 Q1	$288K	Buy
2020 Q4	–	Sell
2020 Q3	$528K	Buy
2020 Q2	$292K	Sell
2020 Q1	$316K	Buy
2019 Q4	$256K	Buy