Summit Trail Advisors’s Webster Financial WBS Stock Holding History

Summit Trail Advisors’s Portfolio WBS Stock Details WBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$474K	Sell
2025 Q2	$449K	Buy
2018 Q2	–	Sell
2018 Q1	$234K	Sell
2017 Q4	$273K	Buy