Glassman Wealth Services’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-180	Closed	-$9.14K	–	1809
2023 Q4	$9.14K	Hold	180	–	–	﹤0.01%	911
2023 Q3	$7.26K	Hold	180	–	–	﹤0.01%	950
2023 Q2	$6.79K	Sell	180 -5	-3%	-$185	﹤0.01%	915
2023 Q1	$7.29K	Sell	185 -11	-6%	-$528	﹤0.01%	895
2022 Q4	$9.28K	Buy	196 +13	+7%	+$651	﹤0.01%	850
2022 Q3	$8K	Sell	183 -50	-21%	-$2.31K	﹤0.01%	881
2022 Q2	$10K	Sell	233 -625	-73%	-$30.1K	﹤0.01%	826
2022 Q1	$48K	Buy	858 +172	+25%	+$10.2K	0.01%	411
2021 Q4	$38K	Buy	686 +654	+2,044%	+$36.8K	0.01%	437
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	1238
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	1194
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	1153
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	1295
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	1257
2020 Q2	$1K	Buy	32 +10	+45%	+$265	﹤0.01%	1132
2020 Q1	$1K	Sell	22 -92	-81%	-$3.74K	﹤0.01%	1014
2019 Q4	$6K	Hold	114	–	–	﹤0.01%	564
2019 Q3	$5K	Sell	114 -2	-2%	-$95	﹤0.01%	549
2019 Q2	$6K	Buy	116 +2	+2%	+$100	﹤0.01%	539
2019 Q1	$6K	Buy	+114	New	+$6.18K	﹤0.01%	528