TCI Wealth Advisors’s Webster Financial WBS Stock Holding History

TCI Wealth Advisors’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$221K	Hold	3,186	–	–	0.01%	231
2025 Q4	$201K	Buy	+3,186	New	+$189K	0.01%	247
2023 Q2	–	Sell	-3,343	Closed	-$132K	–	2218
2023 Q1	$132K	Buy	3,343 +1	+0%	+$48	0.02%	237
2022 Q4	$158K	Hold	3,342	–	–	0.02%	197
2022 Q3	$151K	Sell	3,342 -276	-8%	-$12.8K	0.02%	190
2022 Q2	$152K	Sell	3,618 -460	-11%	-$22.2K	0.02%	197
2022 Q1	$229K	Buy	4,078 +3,903	+2,230%	+$232K	0.03%	162
2021 Q4	$10K	Hold	175	–	–	﹤0.01%	1204
2021 Q3	$10K	Buy	175 +108	+161%	+$5.38K	﹤0.01%	1125
2021 Q2	$4K	Hold	67	–	–	﹤0.01%	1650
2021 Q1	$4K	Hold	67	–	–	﹤0.01%	1436
2020 Q4	$3K	Hold	67	–	–	﹤0.01%	1149
2020 Q3	$2K	Hold	67	–	–	﹤0.01%	1204
2020 Q2	$2K	Hold	67	–	–	﹤0.01%	1146
2020 Q1	$2K	Sell	67 -9	-12%	-$366	﹤0.01%	1121
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	964
2019 Q3	$4K	Buy	76 +9	+13%	+$426	﹤0.01%	900
2019 Q2	$3K	Hold	67	–	–	﹤0.01%	941
2019 Q1	$3K	Hold	67	–	–	﹤0.01%	951
2018 Q4	$3K	Hold	67	–	–	﹤0.01%	928
2018 Q3	$4K	Hold	67	–	–	﹤0.01%	864
2018 Q2	$4K	Hold	67	–	–	﹤0.01%	881
2018 Q1	$4K	Hold	67	–	–	﹤0.01%	804
2017 Q4	$4K	Hold	67	–	–	﹤0.01%	854
2017 Q3	$4K	Hold	67	–	–	﹤0.01%	801
2017 Q2	$3K	Hold	67	–	–	﹤0.01%	918
2017 Q1	$3K	Hold	67	–	–	﹤0.01%	872
2016 Q4	$4K	Hold	67	–	–	﹤0.01%	855
2016 Q3	$3K	Hold	67	–	–	﹤0.01%	898
2016 Q2	$2K	Hold	67	–	–	﹤0.01%	973
2016 Q1	$2K	Hold	67	–	–	﹤0.01%	984
2015 Q4	$2K	Hold	67	–	–	﹤0.01%	893
2015 Q3	$2K	Hold	67	–	–	﹤0.01%	825
2015 Q2	$3K	Hold	67	–	–	﹤0.01%	757
2015 Q1	$2K	Hold	67	–	–	﹤0.01%	759
2014 Q4	$2K	Hold	67	–	–	﹤0.01%	761
2014 Q3	$2K	Hold	67	–	–	﹤0.01%	761
2014 Q2	$2K	Hold	67	–	–	﹤0.01%	782
2014 Q1	$2K	Hold	67	–	–	﹤0.01%	744
2013 Q4	$2K	Hold	67	–	–	﹤0.01%	732
2013 Q3	$2K	Hold	67	–	–	﹤0.01%	656
2013 Q2	$2K	Buy	+67	New	+$1.58K	﹤0.01%	618