Bell Investment Advisors’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	$10.1K	Hold	146	–	–	﹤0.01%	677
2025 Q4	$9.19K	Hold	146	–	–	﹤0.01%	725
2025 Q3	$8.68K	Sell	146 -19	-12%	-$1.13K	﹤0.01%	693
2025 Q2	$9.01K	Buy	165 +38	+30%	+$1.89K	﹤0.01%	722
2025 Q1	$6.55K	Hold	127	–	–	﹤0.01%	786
2024 Q4	$7.01K	Buy	127 +27	+27%	+$1.48K	﹤0.01%	756
2024 Q3	$4.66K	Hold	100	–	–	﹤0.01%	963
2024 Q2	$4.36K	Hold	100	–	–	﹤0.01%	992
2024 Q1	$5.08K	Hold	100	–	–	﹤0.01%	912
2023 Q4	$5.08K	Sell	100 -12	-11%	-$519	﹤0.01%	882
2023 Q3	$4.51K	Buy	112 +11	+11%	+$468	﹤0.01%	863
2023 Q2	$3.81K	Sell	101 -7	-6%	-$258	﹤0.01%	959
2023 Q1	$4.26K	Sell	108 -13	-11%	-$624	﹤0.01%	854
2022 Q4	$5.73K	Sell	121 -11	-8%	-$551	﹤0.01%	741
2022 Q3	$6K	Sell	132 -18	-12%	-$833	﹤0.01%	628
2022 Q2	$6K	Buy	+150	New	+$7.22K	﹤0.01%	658
2021 Q4	$2K	Buy	44 +31	+238%	+$1.75K	﹤0.01%	1258
2021 Q3	$1K	Buy	+13	New	+$647	﹤0.01%	1611