Perigon Wealth Management’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$237K	Buy	4,348 +189	+5%	+$10.3K	0.01%	934
2025 Q1	$214K	Buy	4,159 +43	+1%	+$2.22K	0.01%	938
2024 Q4	$238K	Buy	+4,116	New	+$238K	0.01%	896
2024 Q1	–	Sell	-4,194	Closed	-$213K	–	910
2023 Q4	$213K	Buy	+4,194	New	+$213K	0.01%	768