EverSource Wealth Advisors’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	$245K	Buy	3,527 +22	+0.6%	+$1.51K	0.01%	939
2025 Q4	$221K	Sell	3,505 -67	-2%	-$3.98K	0.01%	904
2025 Q3	$212K	Buy	3,572 +174	+5%	+$10.4K	0.01%	875
2025 Q2	$186K	Buy	3,398 +2,284	+205%	+$114K	0.01%	886
2025 Q1	$57.5K	Buy	1,114 +135	+14%	+$7.51K	﹤0.01%	1174
2024 Q4	$54.1K	Buy	979 +97	+11%	+$5.33K	﹤0.01%	1156
2024 Q3	$41.1K	Buy	882 +14	+2%	+$643	﹤0.01%	1144
2024 Q2	$43.1K	Buy	868 +20	+2%	+$891	﹤0.01%	1157
2024 Q1	$37.1K	Sell	848 -266	-24%	-$13K	﹤0.01%	1096
2023 Q4	$56.5K	Buy	1,114 +255	+30%	+$11K	0.01%	851
2023 Q3	$34.6K	Sell	859 -224	-21%	-$9.53K	﹤0.01%	943
2023 Q2	$40.9K	Buy	1,083 +318	+42%	+$11.7K	﹤0.01%	918
2023 Q1	$30.2K	Sell	765 -94	-11%	-$4.51K	﹤0.01%	954
2022 Q4	$40.6K	Sell	859 -30	-3%	-$1.5K	0.01%	836
2022 Q3	$40K	Buy	889 +617	+227%	+$28.6K	0.01%	694
2022 Q2	$11K	Buy	272 +23	+9%	+$1.11K	﹤0.01%	1018
2022 Q1	$14K	Buy	249 +224	+896%	+$13.3K	﹤0.01%	860
2021 Q4	$1K	Buy	+25	New	+$1.41K	﹤0.01%	1739