Beck Mack & Oliver’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	$284K	Hold	4,091	–	–	0.01%	167
2025 Q4	$257K	Hold	4,091	–	–	﹤0.01%	173
2025 Q3	$243K	Hold	4,091	–	–	﹤0.01%	163
2025 Q2	$223K	Hold	4,091	–	–	﹤0.01%	170
2025 Q1	$211K	Hold	4,091	–	–	﹤0.01%	169
2024 Q4	$226K	Buy	+4,091	New	+$225K	﹤0.01%	168
2024 Q2	–	Sell	-4,091	Closed	-$208K	–	182
2024 Q1	$208K	Hold	4,091	–	–	﹤0.01%	165
2023 Q4	$208K	Buy	+4,091	New	+$177K	﹤0.01%	173
2022 Q2	–	Sell	-4,091	Closed	-$230K	–	190
2022 Q1	$230K	Hold	4,091	–	–	0.01%	173
2021 Q4	$228K	Hold	4,091	–	–	0.01%	187
2021 Q3	$223K	Hold	4,091	–	–	0.01%	197
2021 Q2	$218K	Hold	4,091	–	–	0.01%	191
2021 Q1	$225K	Buy	+4,091	New	+$218K	0.01%	172
2020 Q1	–	Sell	-4,091	Closed	-$218K	–	214
2019 Q4	$218K	Buy	+4,091	New	+$197K	0.01%	203
2019 Q2	–	Sell	-4,091	Closed	-$207K	–	226
2019 Q1	$207K	Hold	4,091	–	–	0.01%	202
2018 Q4	$202K	Hold	4,091	–	–	0.01%	202
2018 Q3	$241K	Hold	4,091	–	–	0.01%	200
2018 Q2	$261K	Hold	4,091	–	–	0.01%	192
2018 Q1	$227K	Hold	4,091	–	–	0.01%	205
2017 Q4	$230K	Hold	4,091	–	–	0.01%	213
2017 Q3	$215K	Hold	4,091	–	–	0.01%	217
2017 Q2	$214K	Hold	4,091	–	–	0.01%	219
2017 Q1	$205K	Hold	4,091	–	–	0.01%	218
2016 Q4	$222K	Buy	+4,091	New	+$188K	0.01%	205