Cambridge Investment Research 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	$280K	Sell	4,035 -138	-3%	-$9.45K	﹤0.01%	3349
2025 Q4	$263K	Buy	+4,173	New	+$248K	﹤0.01%	3334
2025 Q2	–	Sell	-6,054	Closed	-$312K	–	3768
2025 Q1	$312K	Buy	6,054 +137	+2%	+$7.62K	﹤0.01%	2835
2024 Q4	$327K	Sell	5,917 -715	-11%	-$39.3K	﹤0.01%	2769
2024 Q3	$309K	Sell	6,632 -31	-0.5%	-$1.42K	﹤0.01%	2814
2024 Q2	$290K	Sell	6,663 -900	-12%	-$40.1K	﹤0.01%	2731
2024 Q1	$384K	Buy	7,563 +89	+1%	+$4.35K	﹤0.01%	2507
2023 Q4	$379K	Buy	7,474 +149	+2%	+$6.44K	﹤0.01%	2419
2023 Q3	$295K	Buy	7,325 +792	+12%	+$33.7K	﹤0.01%	2506
2023 Q2	$247K	Sell	6,533 -951	-13%	-$35.1K	﹤0.01%	2700
2023 Q1	$295K	Sell	7,484 -370	-5%	-$17.8K	﹤0.01%	2507
2022 Q4	$372K	Buy	7,854 +430	+6%	+$21.5K	﹤0.01%	2262
2022 Q3	$336K	Sell	7,424 -979	-12%	-$45.3K	﹤0.01%	2272
2022 Q2	$354K	Sell	8,403 -145	-2%	-$6.98K	﹤0.01%	2232
2022 Q1	$480K	Buy	+8,548	New	+$507K	﹤0.01%	2132
2015 Q3	–	Sell	-5,536	Closed	-$219K	–	1592
2015 Q2	$219K	Buy	+5,536	New	+$209K	0.01%	1236