Capital Advisors Ltd’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	$1K	Hold	10	–	–	﹤0.01%	1315
2025 Q4	$1K	Hold	10	–	–	﹤0.01%	1304
2025 Q3	$1K	Hold	10	–	–	﹤0.01%	1312
2025 Q2	$1K	Buy	10 +3	+43%	+$150	﹤0.01%	1292
2025 Q1	$0	Hold	7	–	–	﹤0.01%	1603
2024 Q4	$0	Hold	7	–	–	﹤0.01%	1600
2024 Q3	$0	Hold	7	–	–	﹤0.01%	1627
2024 Q2	$0	Hold	7	–	–	﹤0.01%	1658
2024 Q1	$0	Hold	7	–	–	﹤0.01%	1565
2023 Q4	$0	Hold	7	–	–	﹤0.01%	1509
2023 Q3	$0	Hold	7	–	–	﹤0.01%	1500
2023 Q2	$0	Buy	+7	New	+$258	﹤0.01%	1563
2023 Q1	–	Sell	-5	Closed	–	–	1578
2022 Q4	$0	Sell	5 -13	-72%	-$651	﹤0.01%	1683
2022 Q3	$1K	Buy	18 +11	+157%	+$509	﹤0.01%	1150
2022 Q2	$0	Buy	+7	New	+$337	﹤0.01%	1353