Houlihan Financial Resource Group’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	$1.08M	Hold	15,575	–	–	0.42%	49
2025 Q4	$980K	Buy	+15,575	New	+$925K	0.37%	54
2025 Q3	–	Sell	-15,575	Closed	-$850K	–	106
2025 Q2	$850K	Hold	15,575	–	–	0.35%	54
2025 Q1	$803K	Hold	15,575	–	–	0.36%	50
2024 Q4	$860K	Hold	15,575	–	–	0.37%	48
2024 Q3	$726K	Buy	+15,575	New	+$715K	0.3%	56
2024 Q2	–	Sell	-15,575	Closed	-$791K	–	103
2024 Q1	$791K	Hold	15,575	–	–	0.35%	51
2023 Q4	$791K	Hold	15,575	–	–	0.38%	46
2023 Q3	$628K	Buy	+15,575	New	+$662K	0.34%	55
2023 Q2	–	Sell	-15,575	Closed	-$614K	–	177
2023 Q1	$614K	Hold	15,575	–	–	0.34%	54
2022 Q4	$737K	Buy	+15,575	New	+$780K	0.43%	49