AFG
Allegheny Financial Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
5,098
+16
| +0.3% | +$880 | 0.06% | 191 |
|
|
2025
Q1 | $264K | Buy |
5,082
+14
| +0.3% | +$726 | 0.07% | 186 |
|
|
2024
Q4 | $269K | Buy |
5,068
+12
| +0.2% | +$638 | 0.07% | 191 |
|
|
2024
Q3 | $258K | Buy |
5,056
+15
| +0.3% | +$765 | 0.06% | 211 |
|
|
2024
Q2 | $237K | Sell |
5,041
-519
| -9% | -$24.4K | 0.07% | 196 |
|
|
2024
Q1 | $251K | Buy |
5,560
+19
| +0.3% | +$858 | 0.08% | 176 |
|
|
2023
Q4 | $254K | Buy |
5,541
+21
| +0.4% | +$964 | 0.08% | 179 |
|
|
2023
Q3 | $201K | Buy |
5,520
+20
| +0.4% | +$730 | 0.08% | 183 |
|
|
2023
Q2 | $207K | Buy |
5,500
+25
| +0.5% | +$943 | 0.1% | 143 |
|
|
2023
Q1 | $206K | Buy |
5,475
+16
| +0.3% | +$602 | 0.08% | 156 |
|
|
2022
Q4 | $247K | Buy |
5,459
+18
| +0.3% | +$816 | 0.1% | 141 |
|
|
2022
Q3 | $252K | Buy |
5,441
+15
| +0.3% | +$695 | 0.12% | 126 |
|
|
2022
Q2 | $218K | Buy |
5,426
+18
| +0.3% | +$723 | 0.1% | 143 |
|
|
2022
Q1 | $252K | Buy |
+5,408
| New | +$252K | 0.11% | 132 |
|