Aberdeen Group’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Sell |
440,936
-83,905
| -16% | -$4.61M | 0.04% | 354 |
|
|
2025
Q1 | $27.2M | Buy |
524,841
+13,549
| +3% | +$703K | 0.05% | 309 |
|
|
2024
Q4 | $27.2M | Sell |
511,292
-109,516
| -18% | -$5.82M | 0.05% | 309 |
|
|
2024
Q3 | $31.7M | Buy |
620,808
+6,380
| +1% | +$325K | 0.06% | 290 |
|
|
2024
Q2 | $28.9M | Sell |
614,428
-25,602
| -4% | -$1.2M | 0.06% | 299 |
|
|
2024
Q1 | $28.9M | Buy |
+640,030
| New | +$28.9M | 0.06% | 319 |
|
|
2020
Q2 | – | Sell |
-637,200
| Closed | -$15.9M | – | 943 |
|
|
2020
Q1 | $15.9M | Sell |
637,200
-3,999
| -0.6% | -$99.7K | 0.05% | 309 |
|
|
2019
Q4 | $28.2M | Buy |
641,199
+37,704
| +6% | +$1.66M | 0.07% | 262 |
|
|
2019
Q3 | $26.6M | Sell |
603,495
-208,297
| -26% | -$9.19M | 0.07% | 261 |
|
|
2019
Q2 | $33.5M | Sell |
811,792
-148,239
| -15% | -$6.12M | 0.07% | 256 |
|
|
2019
Q1 | $37.1M | Sell |
960,031
-262,240
| -21% | -$10.1M | 0.08% | 228 |
|
|
2018
Q4 | $45.6M | Sell |
1,222,271
-268,540
| -18% | -$10M | 0.11% | 163 |
|
|
2018
Q3 | $70.3M | Buy |
1,490,811
+81,474
| +6% | +$3.84M | 0.13% | 149 |
|
|
2018
Q2 | $75.2M | Buy |
1,409,337
+79,039
| +6% | +$4.21M | 0.14% | 135 |
|
|
2018
Q1 | $63.7M | Sell |
1,330,298
-167,059
| -11% | -$8M | 0.13% | 162 |
|
|
2017
Q4 | $71.6M | Buy |
1,497,357
+57,519
| +4% | +$2.75M | 0.14% | 142 |
|
|
2017
Q3 | $70.2M | Buy |
+1,439,838
| New | +$70.2M | 0.13% | 151 |
|