Affinity Wealth Management’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$291K Sell
4,450
-10
-0.2% -$630 0.04% 80
2025
Q4
$246K Hold
4,460
0.04% 94
2025
Q3
$241K Hold
4,460
0.04% 92
2025
Q2
$245K Sell
4,460
-32
-0.7% -$1.66K 0.04% 91
2025
Q1
$233K Hold
4,492
0.04% 88
2024
Q4
$239K Hold
4,492
0.04% 93
2024
Q3
$229K Hold
4,492
0.04% 102
2024
Q2
$211K Sell
4,492
-109
-2% -$4.83K 0.04% 98
2024
Q1
$208K Hold
4,601
0.04% 100
2023
Q4
$211K Buy
+4,601
New +$181K 0.04% 96
2023
Q1
Sell
-4,601
Closed -$209K 123
2022
Q4
$209K Hold
4,601
0.05% 100
2022
Q3
$214K Buy
+4,601
New +$215K 0.05% 88
2022
Q1
Sell
-4,601
Closed -$253K 121
2021
Q4
$253K Hold
4,601
0.05% 97
2021
Q3
$241K Buy
+4,601
New +$207K 0.05% 106

Other funds holding WSFS