Spire Wealth 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
2026 Q1	$23.5K	Hold	339	–	–	﹤0.01%	1379
2025 Q4	$21.3K	Hold	339	–	–	﹤0.01%	1460
2025 Q3	$20.1K	Hold	339	–	–	﹤0.01%	1529
2025 Q2	$18.5K	Hold	339	–	–	﹤0.01%	1538
2025 Q1	$17.5K	Hold	339	–	–	﹤0.01%	1652
2024 Q4	$18.7K	Hold	339	–	–	﹤0.01%	1645
2024 Q3	$15.8K	Sell	339 -265	-44%	-$12.2K	﹤0.01%	1508
2024 Q2	$26.3K	Sell	604 -3	-0.5%	-$134	﹤0.01%	1346
2024 Q1	$30.8K	Hold	607	–	–	﹤0.01%	1376
2023 Q4	$30.5K	Buy	607 +268	+79%	+$11.6K	﹤0.01%	1374
2023 Q3	$13.7K	Hold	339	–	–	﹤0.01%	1637
2023 Q2	$12.8K	Hold	339	–	–	﹤0.01%	1732
2023 Q1	$13.4K	Hold	339	–	–	﹤0.01%	1759
2022 Q4	$16K	Hold	339	–	–	﹤0.01%	1469
2022 Q3	$15K	Hold	339	–	–	﹤0.01%	1453
2022 Q2	$14K	Hold	339	–	–	﹤0.01%	1814
2022 Q1	$19K	Buy	+339	New	+$20.1K	﹤0.01%	1842