Allegheny Financial 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
Q2 | $280K | Buy |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $258K | Buy |
|
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $251K | Buy |
|
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $252K | Buy |
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