Synergy Asset Management’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9	Closed	-$419	–	857
2024 Q4	$419	Buy	+9	New	+$419	﹤0.01%	795
2022 Q3	–	Sell	-16,579	Closed	-$699K	–	140
2022 Q2	$699K	Buy	16,579 +9,433	+132%	+$398K	0.19%	62
2022 Q1	$401K	Buy	+7,146	New	+$401K	0.1%	75