Bard Financial Services’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 Q3	$1.71M	Sell	28,800 -250	-0.9%	-$14.9K	0.19%	95
2025 Q2	$1.59M	Sell	29,050 -5,000	-15%	-$249K	0.19%	96
2025 Q1	$1.76M	Hold	34,050	–	–	0.21%	89
2024 Q4	$1.88M	Sell	34,050 -625	-2%	-$34.3K	0.23%	91
2024 Q3	$1.62M	Sell	34,675 -8,250	-19%	-$379K	0.19%	94
2024 Q2	$1.87M	Sell	42,925 -2,000	-4%	-$89.1K	0.19%	93
2024 Q1	$2.28M	Sell	44,925 -1,400	-3%	-$68.5K	0.24%	86
2023 Q4	$2.35M	Sell	46,325 -2,750	-6%	-$119K	0.26%	82
2023 Q3	$1.98M	Buy	49,075 +550	+1%	+$23.4K	0.24%	82
2023 Q2	$1.83M	Buy	48,525 +9,025	+23%	+$333K	0.14%	125
2023 Q1	$1.56M	Buy	39,500 +4,225	+12%	+$203K	0.12%	131
2022 Q4	$1.67M	Buy	35,275 +1,875	+6%	+$93.9K	0.14%	125
2022 Q3	$1.51M	Buy	33,400 +5,250	+19%	+$243K	0.14%	129
2022 Q2	$1.19M	Buy	28,150 +22,450	+394%	+$1.08M	0.11%	142
2022 Q1	$320K	Hold	5,700	–	–	0.03%	235
2021 Q4	$318K	Hold	5,700	–	–	0.03%	226
2021 Q3	$310K	Hold	5,700	–	–	0.03%	223
2021 Q2	$304K	Hold	5,700	–	–	0.03%	219
2021 Q1	$314K	Hold	5,700	–	–	0.03%	210
2020 Q4	$240K	Buy	+5,700	New	+$206K	0.02%	226