SIG

Sky Investment Group’s Webster Financial WBS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$283K	Hold	5,186	–	–	0.05%	124
2025 Q1	$267K	Hold	5,186	–	–	0.05%	120
2024 Q4	$286K	Hold	5,186	–	–	0.05%	123
2024 Q3	$242K	Hold	5,186	–	–	0.04%	126
2024 Q2	$226K	Hold	5,186	–	–	0.04%	124
2024 Q1	$263K	Sell	5,186 -500	-9%	-$25.4K	0.05%	118
2023 Q4	$289K	Hold	5,686	–	–	0.06%	110
2023 Q3	$229K	Hold	5,686	–	–	0.05%	114
2023 Q2	$215K	Hold	5,686	–	–	0.05%	118
2023 Q1	$224K	Sell	5,686 -300	-5%	-$11.8K	0.05%	116
2022 Q4	$283K	Sell	5,986 -100	-2%	-$4.73K	0.07%	110
2022 Q3	$275K	Hold	6,086	–	–	0.07%	109
2022 Q2	$257K	Hold	6,086	–	–	0.06%	115
2022 Q1	$342K	Hold	6,086	–	–	0.07%	107
2021 Q4	$340K	Hold	6,086	–	–	0.07%	108
2021 Q3	$331K	Hold	6,086	–	–	0.07%	106
2021 Q2	$325K	Hold	6,086	–	–	0.07%	108
2021 Q1	$335K	Sell	6,086 -3,500	-37%	-$193K	0.08%	101
2020 Q4	$404K	Sell	9,586 -1,300	-12%	-$54.8K	0.1%	93
2020 Q3	$287K	Buy	10,886 +1,550	+17%	+$40.9K	0.08%	101
2020 Q2	$267K	Hold	9,336	–	–	0.09%	89
2020 Q1	$214K	Hold	9,336	–	–	0.09%	89
2019 Q4	$498K	Hold	9,336	–	–	0.16%	80
2019 Q3	$438K	Hold	9,336	–	–	0.15%	80
2019 Q2	$446K	Hold	9,336	–	–	0.16%	81
2019 Q1	$473K	Hold	9,336	–	–	0.17%	78
2018 Q4	$460K	Buy	9,336 +5,500	+143%	+$271K	0.19%	73
2018 Q3	$226K	Hold	3,836	–	–	0.09%	96
2018 Q2	$244K	Hold	3,836	–	–	0.1%	89
2018 Q1	$213K	Hold	3,836	–	–	0.09%	94
2017 Q4	$215K	Hold	3,836	–	–	0.08%	92
2017 Q3	$202K	Hold	3,836	–	–	0.08%	93
2017 Q2	$200K	Buy	+3,836	New	+$200K	0.08%	91
2017 Q1	–	Sell	-3,836	Closed	-$208K	–	93
2016 Q4	$208K	Buy	+3,836	New	+$208K	0.1%	90