John G. Ullman & Associates’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	$1.91M	Sell	27,550 -150	-0.5%	-$10.3K	0.25%	82
2025 Q4	$1.74M	Sell	27,700 -150	-0.5%	-$8.91K	0.23%	91
2025 Q3	$1.66M	Sell	27,850 -483	-2%	-$28.8K	0.22%	89
2025 Q2	$1.55M	Sell	28,333 -134	-0.5%	-$6.68K	0.23%	88
2025 Q1	$1.47M	Sell	28,467 -233	-0.8%	-$13K	0.23%	94
2024 Q4	$1.58M	Sell	28,700 -1,400	-5%	-$76.9K	0.23%	91
2024 Q3	$1.4M	Sell	30,100 -650	-2%	-$29.8K	0.2%	92
2024 Q2	$1.34M	Sell	30,750 -750	-2%	-$33.4K	0.2%	93
2024 Q1	$1.6M	Sell	31,500 -350	-1%	-$17.1K	0.25%	87
2023 Q4	$1.62M	Buy	31,850 +400	+1%	+$17.3K	0.26%	86
2023 Q3	$1.27M	Sell	31,450 -650	-2%	-$27.6K	0.21%	93
2023 Q2	$1.21M	Buy	+32,100	New	+$1.19M	0.19%	93