Summit Trail Advisors’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	$449K	Buy	+8,220	New	+$449K	0.01%	772
2018 Q2	–	Sell	-3,681	Closed	-$234K	–	688
2018 Q1	$234K	Sell	3,681 -980	-21%	-$62.3K	0.04%	338
2017 Q4	$273K	Buy	+4,661	New	+$273K	0.03%	343