Douglass Winthrop 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	$502K	Sell	9,200 -1,000	-10%	-$54.6K	0.01%	189
2025 Q1	$526K	Hold	10,200	–	–	0.01%	192
2024 Q4	$563K	Sell	10,200 -100	-1%	-$5.52K	0.01%	198
2024 Q3	$480K	Hold	10,300	–	–	0.01%	203
2024 Q2	$449K	Sell	10,300 -1,000	-9%	-$43.6K	0.01%	201
2024 Q1	$574K	Hold	11,300	–	–	0.01%	181
2023 Q4	$574K	Hold	11,300	–	–	0.01%	162
2023 Q3	$456K	Sell	11,300 -1,000	-8%	-$40.3K	0.01%	168
2023 Q2	$464K	Sell	12,300 -1,100	-8%	-$41.5K	0.01%	174
2023 Q1	$528K	Buy	13,400 +8,600	+179%	+$339K	0.01%	167
2022 Q4	$227K	Hold	4,800	–	–	0.01%	227
2022 Q3	$217K	Sell	4,800 -5,000	-51%	-$226K	0.01%	227
2022 Q2	$413K	Hold	9,800	–	–	0.01%	191
2022 Q1	$550K	Hold	9,800	–	–	0.01%	178
2021 Q4	$547K	Hold	9,800	–	–	0.01%	188
2021 Q3	$534K	Sell	9,800 -9,000	-48%	-$490K	0.01%	188
2021 Q2	$1M	Hold	18,800	–	–	0.02%	136
2021 Q1	$1.04M	Hold	18,800	–	–	0.03%	135
2020 Q4	$792K	Hold	18,800	–	–	0.02%	145
2020 Q3	$497K	Sell	18,800 -346	-2%	-$9.15K	0.02%	170
2020 Q2	$548K	Buy	19,146 +346	+2%	+$9.9K	0.02%	152
2020 Q1	$431K	Hold	18,800	–	–	0.02%	164
2019 Q4	$1M	Hold	18,800	–	–	0.04%	124
2019 Q3	$881K	Hold	18,800	–	–	0.03%	131
2019 Q2	$898K	Hold	18,800	–	–	0.04%	125
2019 Q1	$953K	Buy	18,800 +9,000	+92%	+$456K	0.04%	114
2018 Q4	$483K	Buy	9,800 +1,500	+18%	+$73.9K	0.02%	164
2018 Q3	$490K	Buy	8,300 +3,300	+66%	+$195K	0.02%	171
2018 Q2	$318K	Buy	+5,000	New	+$318K	0.01%	230