Aberdeen Group’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.7M Sell
2025
Q2
$24.3M Sell
2025
Q1
$27.2M Buy
2024
Q4
$27.2M Sell
2024
Q3
$31.7M Buy
2024
Q2
$28.9M Sell
2024
Q1
$28.9M Buy
2020
Q2
Sell
2020
Q1
$15.9M Sell
2019
Q4
$28.2M Buy
2019
Q3
$26.6M Sell
2019
Q2
$33.5M Sell
2019
Q1
$37.1M Sell
2018
Q4
$45.6M Sell
2018
Q3
$70.3M Buy
2018
Q2
$75.2M Buy
2018
Q1
$63.7M Sell
2017
Q4
$71.6M Buy
2017
Q3
$70.2M Buy