Journey Strategic Wealth’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	$484K	Buy	6,967 +184	+3%	+$12.6K	0.01%	354
2025 Q4	$427K	Sell	6,783 -1	-0%	-$59	0.01%	353
2025 Q3	$403K	Buy	6,784 +37	+0.5%	+$2.2K	0.01%	355
2025 Q2	$368K	Buy	6,747 +210	+3%	+$10.5K	0.01%	368
2025 Q1	$337K	Buy	6,537 +86	+1%	+$4.79K	0.01%	309
2024 Q4	$356K	Hold	6,451	–	–	0.01%	294
2024 Q3	$301K	Buy	6,451 +540	+9%	+$24.8K	0.01%	336
2024 Q2	$258K	Buy	5,911 +508	+9%	+$22.6K	0.01%	292
2024 Q1	$274K	Hold	5,403	–	–	0.01%	207
2023 Q4	$274K	Hold	5,403	–	–	0.01%	149
2023 Q3	$218K	Sell	5,403 -95	-2%	-$4.04K	0.01%	158
2023 Q2	$208K	Sell	5,498 -8	-0.1%	-$295	0.01%	166
2023 Q1	$217K	Sell	5,506 -98	-2%	-$4.7K	0.02%	214
2022 Q4	$265K	Sell	5,604 -964	-15%	-$48.3K	0.03%	160
2022 Q3	$297K	Buy	+6,568	New	+$304K	0.04%	105
2022 Q2	–	Sell	-6,967	Closed	-$391K	–	216
2022 Q1	$391K	Buy	+6,967	New	+$414K	0.04%	76