Principia Wealth Advisory’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
$55 Sell
1
-9
-90% -$495 ﹤0.01% 928
2025
Q1
$467 Buy
10
+6
+150% +$280 ﹤0.01% 587
2024
Q4
$221 Buy
+4
New +$221 ﹤0.01% 718