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