Integrated Wealth Concepts’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$377K	Buy	+6,896	New	+$377K	﹤0.01%	1431
2025 Q1	–	Sell	-3,801	Closed	-$210K	–	1836
2024 Q4	$210K	Buy	+3,801	New	+$210K	﹤0.01%	1579