Tompkins Financial’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	$3.55M	Sell	51,119 -44,420	-46%	-$3.04M	0.28%	58
2025 Q4	$6.01M	Hold	95,539	–	–	0.47%	52
2025 Q3	$5.68M	Hold	95,539	–	–	0.47%	50
2025 Q2	$5.22M	Sell	95,539 -9,436	-9%	-$470K	0.48%	51
2025 Q1	$5.41M	Hold	104,975	–	–	0.52%	51
2024 Q4	$5.8M	Sell	104,975 -8,533	-8%	-$469K	0.54%	47
2024 Q3	$5.29M	Buy	113,508 +88,246	+349%	+$4.05M	0.51%	47
2024 Q2	$1.1M	Hold	25,262	–	–	0.12%	83
2024 Q1	$1.28M	Buy	25,262 +100	+0.4%	+$4.89K	0.15%	81
2023 Q4	$1.28M	Hold	25,162	–	–	0.15%	77
2023 Q3	$1.01M	Hold	25,162	–	–	0.16%	76
2023 Q2	$950K	Hold	25,162	–	–	0.15%	80
2023 Q1	$992K	Hold	25,162	–	–	0.16%	82
2022 Q4	$1.19M	Hold	25,162	–	–	0.19%	78
2022 Q3	$1.14M	Hold	25,162	–	–	0.19%	78
2022 Q2	$1.06M	Hold	25,162	–	–	0.17%	82
2022 Q1	$1.41M	Buy	+25,162	New	+$1.49M	0.2%	78
2021 Q1	–	Sell	-15	Closed	-$1K	–	543
2020 Q4	$1K	Buy	+15	New	+$541	﹤0.01%	512
2016 Q3	–	Sell	-390	Closed	-$13K	–	494
2016 Q2	$13K	Buy	+390	New	+$14.2K	﹤0.01%	371