Clearstead Advisors’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15K	Sell	275 -17	-6%	-$928	﹤0.01%	1739
2025 Q1	$15.1K	Buy	292 +188	+181%	+$9.69K	﹤0.01%	1488
2024 Q4	$5.74K	Buy	104 +17	+20%	+$939	﹤0.01%	1687
2024 Q3	$4.06K	Hold	87	–	–	﹤0.01%	1741
2024 Q2	$3.79K	Buy	+87	New	+$3.79K	﹤0.01%	1729