AllianceBernstein’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7M | Sell |
649,420
-54,895
| -8% | -$3.02M | 0.01% | 712 |
|
|
2025
Q1 | $36.5M | Sell |
704,315
-86,373
| -11% | -$4.48M | 0.01% | 669 |
|
|
2024
Q4 | $42M | Sell |
790,688
-7,666
| -1% | -$407K | 0.01% | 647 |
|
|
2024
Q3 | $40.7M | Sell |
798,354
-78,072
| -9% | -$3.98M | 0.01% | 671 |
|
|
2024
Q2 | $41.2M | Sell |
876,426
-178,997
| -17% | -$8.41M | 0.01% | 647 |
|
|
2024
Q1 | $47.6M | Sell |
1,055,423
-2,332
| -0.2% | -$105K | 0.02% | 612 |
|
|
2023
Q4 | $48.6M | Buy |
1,057,755
+66,868
| +7% | +$3.07M | 0.02% | 590 |
|
|
2023
Q3 | $36.2M | Sell |
990,887
-13,933
| -1% | -$509K | 0.02% | 649 |
|
|
2023
Q2 | $37.9M | Buy |
1,004,820
+47,072
| +5% | +$1.78M | 0.02% | 655 |
|
|
2023
Q1 | $36M | Sell |
957,748
-58,183
| -6% | -$2.19M | 0.02% | 652 |
|
|
2022
Q4 | $46.1M | Buy |
1,015,931
+21,980
| +2% | +$997K | 0.02% | 603 |
|
|
2022
Q3 | $46.2M | Sell |
993,951
-22,244
| -2% | -$1.03M | 0.02% | 554 |
|
|
2022
Q2 | $40.7M | Sell |
1,016,195
-7,854
| -0.8% | -$315K | 0.02% | 624 |
|
|
2022
Q1 | $47.7M | Sell |
1,024,049
-4,519
| -0.4% | -$211K | 0.02% | 610 |
|
|
2021
Q4 | $51.6M | Sell |
1,028,568
-16,310
| -2% | -$817K | 0.02% | 613 |
|
|
2021
Q3 | $53.6M | Sell |
1,044,878
-40,612
| -4% | -$2.08M | 0.02% | 596 |
|
|
2021
Q2 | $50.6M | Sell |
1,085,490
-55,122
| -5% | -$2.57M | 0.02% | 619 |
|
|
2021
Q1 | $56.8M | Buy |
1,140,612
+143,553
| +14% | +$7.15M | 0.02% | 570 |
|
|
2020
Q4 | $44.7M | Buy |
997,059
+57,125
| +6% | +$2.56M | 0.02% | 613 |
|
|
2020
Q3 | $25.4M | Buy |
939,934
+10,015
| +1% | +$270K | 0.01% | 733 |
|
|
2020
Q2 | $26.7M | Buy |
929,919
+22,233
| +2% | +$638K | 0.02% | 673 |
|
|
2020
Q1 | $22.6M | Sell |
907,686
-56,067
| -6% | -$1.4M | 0.02% | 650 |
|
|
2019
Q4 | $42.4M | Sell |
963,753
-18,260
| -2% | -$803K | 0.02% | 587 |
|
|
2019
Q3 | $43.3M | Buy |
982,013
+12,575
| +1% | +$555K | 0.03% | 565 |
|
|
2019
Q2 | $40M | Buy |
969,438
+141,855
| +17% | +$5.86M | 0.02% | 600 |
|
|
2019
Q1 | $31.9M | Buy |
827,583
+147,225
| +22% | +$5.68M | 0.02% | 662 |
|
|
2018
Q4 | $25.8M | Buy |
680,358
+99,725
| +17% | +$3.78M | 0.02% | 675 |
|
|
2018
Q3 | $27.4M | Buy |
580,633
+53,700
| +10% | +$2.53M | 0.02% | 698 |
|
|
2018
Q2 | $28.1M | Buy |
526,933
+40,120
| +8% | +$2.14M | 0.02% | 687 |
|
|
2018
Q1 | $23.3M | Sell |
486,813
-36,176
| -7% | -$1.73M | 0.02% | 724 |
|
|
2017
Q4 | $25M | Sell |
522,989
-6,840
| -1% | -$327K | 0.02% | 687 |
|
|
2017
Q3 | $25.8M | Buy |
529,829
+32,800
| +7% | +$1.6M | 0.02% | 677 |
|
|
2017
Q2 | $22.5M | Buy |
497,029
+54,920
| +12% | +$2.49M | 0.02% | 713 |
|
|
2017
Q1 | $20.3M | Buy |
442,109
+622
| +0.1% | +$28.6K | 0.02% | 743 |
|
|
2016
Q4 | $20.5M | Sell |
441,487
-21,820
| -5% | -$1.01M | 0.02% | 719 |
|
|
2016
Q3 | $16.9M | Sell |
463,307
-30,730
| -6% | -$1.12M | 0.01% | 766 |
|
|
2016
Q2 | $15.9M | Sell |
494,037
-59,040
| -11% | -$1.9M | 0.01% | 769 |
|
|
2016
Q1 | $18M | Sell |
553,077
-12,710
| -2% | -$413K | 0.02% | 730 |
|
|
2015
Q4 | $18.3M | Buy |
565,787
+87,924
| +18% | +$2.85M | 0.02% | 733 |
|
|
2015
Q3 | $13.8M | Buy |
477,863
+376,800
| +373% | +$10.9M | 0.01% | 791 |
|
|
2015
Q2 | $2.76M | Buy |
101,063
+62,972
| +165% | +$1.72M | ﹤0.01% | 1513 |
|
|
2015
Q1 | $960K | Buy |
38,091
+900
| +2% | +$22.7K | ﹤0.01% | 2193 |
|
|
2014
Q4 | $953K | Hold |
37,191
| – | – | ﹤0.01% | 2223 |
|
|
2014
Q3 | $888K | Hold |
37,191
| – | – | ﹤0.01% | 2247 |
|
|
2014
Q2 | $913K | Sell |
37,191
-93
| -0.2% | -$2.28K | ﹤0.01% | 2290 |
|
|
2014
Q1 | $888K | Hold |
37,284
| – | – | ﹤0.01% | 2213 |
|
|
2013
Q4 | $964K | Sell |
37,284
-330,027
| -90% | -$8.53M | ﹤0.01% | 2171 |
|
|
2013
Q3 | $7.38M | Buy |
367,311
+7,233
| +2% | +$145K | 0.01% | 911 |
|
|
2013
Q2 | $6.29M | Buy |
+360,078
| New | +$6.29M | 0.01% | 909 |
|