Capital Group Private Client Services’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	–	Sell	-9,272	Closed	-$584K	–	292
2025 Q4	$584K	Hold	9,272	–	–	0.01%	228
2025 Q3	$551K	Sell	9,272 -52,031	-85%	-$3.1M	0.01%	242
2025 Q2	$3.35M	Sell	61,303 -492	-0.8%	-$24.5K	0.03%	192
2025 Q1	$3.19M	Sell	61,795 -24,320	-28%	-$1.35M	0.03%	188
2024 Q4	$4.76M	Sell	86,115 -1,783	-2%	-$97.9K	0.04%	177
2024 Q3	$4.1M	Sell	87,898 -16,595	-16%	-$762K	0.04%	181
2024 Q2	$4.55M	Sell	104,493 -1,549	-1%	-$69K	0.05%	173
2024 Q1	$5.38M	Buy	106,042 +16,394	+18%	+$802K	0.05%	163
2023 Q4	$4.55M	Sell	89,648 -30,605	-25%	-$1.32M	0.05%	163
2023 Q3	$4.85M	Sell	120,253 -3,510	-3%	-$149K	0.06%	149
2023 Q2	$4.67M	Buy	123,763 +31,671	+34%	+$1.17M	0.06%	149
2023 Q1	$3.63M	Buy	92,092 +16,944	+23%	+$813K	0.05%	154
2022 Q4	$3.56M	Sell	75,148 -1,721	-2%	-$86.2K	0.04%	161
2022 Q3	$3.47M	Sell	76,869 -1,675	-2%	-$77.5K	0.05%	163
2022 Q2	$3.31M	Buy	78,544 +3,657	+5%	+$176K	0.04%	169
2022 Q1	$4.2M	Buy	74,887 +36,788	+97%	+$2.18M	0.05%	169
2021 Q4	$2.13M	Buy	38,099 +889	+2%	+$50.1K	0.02%	172
2021 Q3	$2.03M	Buy	+37,210	New	+$1.85M	0.02%	169