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	-4,122	Closed	-$259K	–	1601
2025 Q4	$259K	Sell	4,122 -31	-0.7%	-$1.84K	﹤0.01%	1297
2025 Q3	$247K	Buy	4,153 +31	+0.8%	+$1.85K	﹤0.01%	1306
2025 Q2	$225K	Buy	+4,122	New	+$205K	﹤0.01%	1333
2022 Q2	–	Sell	-3,715	Closed	-$208K	–	803
2022 Q1	$208K	Buy	3,715 +3	+0.1%	+$178	0.01%	698
2021 Q4	$207K	Buy	3,712 +4	+0.1%	+$225	0.01%	723
2021 Q3	$202K	Buy	+3,708	New	+$185K	0.01%	693
2021 Q2	–	Sell	-3,700	Closed	-$204K	–	790
2021 Q1	$204K	Buy	+3,700	New	+$197K	0.01%	620
2020 Q3	–	Sell	-26,789	Closed	-$766K	–	721
2020 Q2	$766K	Buy	26,789 +7	+0%	+$185	0.06%	242
2020 Q1	$613K	Buy	26,782 +538	+2%	+$21.9K	0.05%	253
2019 Q4	$1.4M	Buy	26,244 +4	+0%	+$192	0.11%	158
2019 Q3	$1.23M	Buy	26,240 +21,354	+437%	+$1.01M	0.11%	158
2019 Q2	$233K	Buy	+4,886	New	+$243K	0.02%	380