HighMark Wealth 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	$201K	Buy	2,898 +16	+0.6%	+$1.09K	0.08%	77
2025 Q4	$181K	Buy	2,882 +21	+0.7%	+$1.25K	0.07%	83
2025 Q3	$170K	Buy	2,861 +19	+0.7%	+$1.13K	0.07%	86
2025 Q2	$155K	Buy	2,842 +22	+0.8%	+$1.1K	0.08%	88
2025 Q1	$145K	Buy	2,820 +19	+0.7%	+$1.06K	0.09%	71
2024 Q4	$155K	Buy	2,801 +19	+0.7%	+$1.04K	0.09%	63
2024 Q3	$130K	Buy	2,782 +25	+0.9%	+$1.15K	0.07%	88
2024 Q2	$120K	Buy	2,757 +24	+0.9%	+$1.07K	0.07%	86
2024 Q1	$139K	Buy	2,733 +23	+0.8%	+$1.13K	0.09%	79
2023 Q4	$138K	Buy	2,710 +27	+1%	+$1.17K	0.1%	76
2023 Q3	$108K	Buy	2,683 +24	+0.9%	+$1.02K	0.09%	77
2023 Q2	$100K	Buy	2,659 +29	+1%	+$1.07K	0.08%	81
2023 Q1	$104K	Buy	2,630 +19	+0.7%	+$912	0.08%	96
2022 Q4	$124K	Buy	2,611 +19	+0.7%	+$951	0.09%	68
2022 Q3	$117K	Buy	2,592 +21	+0.8%	+$972	0.1%	63
2022 Q2	$108K	Buy	2,571 +22	+0.9%	+$1.06K	0.09%	67
2022 Q1	$143K	Buy	2,549 +16	+0.6%	+$950	0.1%	67
2021 Q4	$141K	Buy	2,533 +18	+0.7%	+$1.01K	0.09%	67
2021 Q3	$137K	Buy	2,515 +19	+0.8%	+$946	0.1%	61
2021 Q2	$133K	Buy	2,496 +18	+0.7%	+$998	0.1%	61
2021 Q1	$137K	Buy	2,478 +19	+0.8%	+$1.01K	0.11%	60
2020 Q4	$104K	Buy	2,459 +26	+1%	+$939	0.09%	66
2020 Q3	$64K	Buy	2,433 +33	+1%	+$894	0.06%	92
2020 Q2	$69K	Buy	2,400 +38	+2%	+$1.01K	0.08%	66
2020 Q1	$54K	Buy	2,362 +20	+0.9%	+$814	0.07%	63
2019 Q4	$124K	Buy	+2,342	New	+$113K	0.13%	48