Belpointe Asset Management’s Webster Financial WBS Stock Holding History

Belpointe Asset Management’s Portfolio WBS Stock Details WBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$206K	Buy
2023 Q2	–	Sell
2023 Q1	$748K	Buy
2022 Q4	$96.1K	Buy
2019 Q4	–	Sell
2019 Q3	$100K	Buy
2019 Q2	$101K	Hold
2019 Q1	$108K	Hold
2018 Q4	$105K	Buy
2018 Q3	$124K	Buy