Forum Financial Management’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	-6,883	Closed	-$433K	–	987
2025 Q4	$433K	Buy	6,883 +2	+0%	+$119	0.01%	552
2025 Q3	$409K	Buy	6,881 +1,013	+17%	+$60.4K	0.01%	560
2025 Q2	$320K	Buy	5,868 +3	+0.1%	+$150	﹤0.01%	638
2025 Q1	$302K	Buy	5,865 +3	+0.1%	+$167	0.01%	589
2024 Q4	$324K	Buy	5,862 +1,388	+31%	+$76.2K	0.01%	570
2024 Q3	$209K	Buy	+4,474	New	+$205K	﹤0.01%	705
2024 Q2	–	Sell	-4,467	Closed	-$227K	–	775
2024 Q1	$227K	Hold	4,467	–	–	﹤0.01%	645
2023 Q4	$227K	Buy	+4,467	New	+$193K	﹤0.01%	585
2023 Q1	–	Sell	-5,334	Closed	-$253K	–	643
2022 Q4	$253K	Hold	5,334	–	–	0.01%	445
2022 Q3	$241K	Hold	5,334	–	–	0.01%	427
2022 Q2	$225K	Sell	5,334 -272	-5%	-$13.1K	0.01%	467
2022 Q1	$314K	Buy	+5,606	New	+$333K	0.02%	371