Palisades Hudson Asset Management’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,264	Closed	-$222K	–	104
2022 Q2	$222K	Buy	5,264 +43	+0.8%	+$2.07K	0.12%	93
2022 Q1	$293K	Buy	5,221 +34	+0.7%	+$2.02K	0.14%	89
2021 Q4	$290K	Buy	5,187 +35	+0.7%	+$1.97K	0.12%	92
2021 Q3	$281K	Buy	5,152 +41	+0.8%	+$2.04K	0.13%	88
2021 Q2	$273K	Buy	5,111 +37	+0.7%	+$2.05K	0.12%	93
2021 Q1	$280K	Buy	5,074 +35	+0.7%	+$1.86K	0.13%	86
2020 Q4	$212K	Buy	+5,039	New	+$182K	0.11%	100
2020 Q1	–	Sell	-4,796	Closed	-$256K	–	109
2019 Q4	$256K	Buy	4,796 +39	+0.8%	+$1.88K	0.16%	85
2019 Q3	$223K	Buy	4,757 +41	+0.9%	+$1.94K	0.16%	86
2019 Q2	$225K	Buy	4,716 +38	+0.8%	+$1.89K	0.16%	87
2019 Q1	$237K	Buy	4,678 +27	+0.6%	+$1.46K	0.15%	85
2018 Q4	$229K	Buy	+4,651	New	+$266K	0.13%	100