OneDigital Investment Advisors’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
Sell
2025
Q4
$259K Sell
2025
Q3
$247K Buy
2025
Q2
$225K Buy
2022
Q2
Sell
2022
Q1
$208K Buy
2021
Q4
$207K Buy
2021
Q3
$202K Buy
2021
Q2
Sell
2021
Q1
$204K Buy
2020
Q3
Sell
2020
Q2
$766K Buy
2020
Q1
$613K Buy
2019
Q4
$1.4M Buy
2019
Q3
$1.23M Buy
2019
Q2
$233K Buy