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
2026 Q1	$325K	Sell	4,963 -166	-3%	-$10.5K	0.04%	196
2025 Q4	$283K	Buy	5,129 +16	+0.3%	+$876	0.04%	207
2025 Q3	$276K	Buy	5,113 +15	+0.3%	+$847	0.05%	207
2025 Q2	$280K	Buy	5,098 +16	+0.3%	+$831	0.06%	191
2025 Q1	$264K	Buy	5,082 +14	+0.3%	+$754	0.07%	186
2024 Q4	$269K	Buy	5,068 +12	+0.2%	+$653	0.07%	191
2024 Q3	$258K	Buy	5,056 +15	+0.3%	+$777	0.06%	211
2024 Q2	$237K	Sell	5,041 -519	-9%	-$23K	0.07%	196
2024 Q1	$251K	Buy	5,560 +19	+0.3%	+$827	0.08%	176
2023 Q4	$254K	Buy	5,541 +21	+0.4%	+$824	0.08%	179
2023 Q3	$201K	Buy	5,520 +20	+0.4%	+$798	0.08%	183
2023 Q2	$207K	Buy	5,500 +25	+0.5%	+$889	0.1%	143
2023 Q1	$206K	Buy	5,475 +16	+0.3%	+$735	0.08%	156
2022 Q4	$247K	Buy	5,459 +18	+0.3%	+$846	0.1%	141
2022 Q3	$252K	Buy	5,441 +15	+0.3%	+$701	0.12%	126
2022 Q2	$218K	Buy	5,426 +18	+0.3%	+$741	0.1%	143
2022 Q1	$252K	Buy	+5,408	New	+$280K	0.11%	132