Medallion Wealth Advisors, LLC’s Webster Financial WBS Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio WBS Stock Details WBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.2K	Sell
2025 Q4	$61.1K	Hold
2025 Q3	$57.7K	Hold
2025 Q2	$54.8K	Buy
2025 Q1	$26.8K	Hold
2024 Q4	$28.4K	Buy