Creative Financial Designs’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	$1.67K	Buy	24 +19	+380%	+$1.3K	﹤0.01%	1807
2025 Q4	$315	Hold	5	–	–	﹤0.01%	1954
2025 Q3	$297	Hold	5	–	–	﹤0.01%	1957
2025 Q2	$273	Sell	5 -43	-90%	-$2.14K	﹤0.01%	1926
2025 Q1	$2.47K	Sell	48 -285	-86%	-$15.9K	﹤0.01%	1633
2024 Q4	$18.4K	Sell	333 -3,643	-92%	-$200K	﹤0.01%	1069
2024 Q3	$185K	Buy	3,976 +311	+8%	+$14.3K	0.02%	466
2024 Q2	$160K	Buy	3,665 +170	+5%	+$7.57K	0.01%	480
2024 Q1	$177K	Sell	3,495 -27	-0.8%	-$1.32K	0.02%	446
2023 Q4	$179K	Sell	3,522 -5	-0.1%	-$216	0.02%	410
2023 Q3	$142K	Sell	3,527 -80	-2%	-$3.4K	0.02%	423
2023 Q2	$136K	Buy	3,607 +19	+0.5%	+$701	0.02%	419
2023 Q1	$141K	Sell	3,588 -248	-6%	-$11.9K	0.02%	397
2022 Q4	$182K	Buy	3,836 +67	+2%	+$3.35K	0.03%	324
2022 Q3	$170K	Buy	3,769 +1,469	+64%	+$68K	0.03%	328
2022 Q2	$97K	Buy	+2,300	New	+$111K	0.02%	447