AB
Amalgamated Bank’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Sell |
16,234
-466
| -3% | -$25.6K | 0.01% | 1087 |
|
|
2025
Q1 | $866K | Sell |
16,700
-539
| -3% | -$28K | 0.01% | 1077 |
|
|
2024
Q4 | $916K | Sell |
17,239
-178
| -1% | -$9.46K | 0.01% | 1081 |
|
|
2024
Q3 | $888K | Sell |
17,417
-931
| -5% | -$47.5K | 0.01% | 1091 |
|
|
2024
Q2 | $862K | Sell |
18,348
-510
| -3% | -$24K | 0.01% | 1083 |
|
|
2024
Q1 | $851K | Sell |
18,858
-4,043
| -18% | -$182K | 0.01% | 1110 |
|
|
2023
Q4 | $1.05M | Sell |
22,901
-856
| -4% | -$39.3K | 0.01% | 1144 |
|
|
2023
Q3 | $867K | Sell |
23,757
-911
| -4% | -$33.2K | 0.01% | 1173 |
|
|
2023
Q2 | $930K | Sell |
24,668
-1,212
| -5% | -$45.7K | 0.01% | 1155 |
|
|
2023
Q1 | $973K | Sell |
25,880
-2,224
| -8% | -$83.6K | 0.01% | 1125 |
|
|
2022
Q4 | $1.27M | Sell |
28,104
-1,000
| -3% | -$45.3K | 0.01% | 1054 |
|
|
2022
Q3 | $1.35M | Buy |
29,104
+36
| +0.1% | +$1.67K | 0.01% | 989 |
|
|
2022
Q2 | $1.17M | Sell |
29,068
-370
| -1% | -$14.8K | 0.01% | 1098 |
|
|
2022
Q1 | $1.37M | Sell |
29,438
-272
| -0.9% | -$12.7K | 0.01% | 1081 |
|
|
2021
Q4 | $1.49M | Buy |
29,710
+7,056
| +31% | +$354K | 0.01% | 1069 |
|
|
2021
Q3 | $1.16M | Sell |
22,654
-455
| -2% | -$23.3K | 0.01% | 1177 |
|
|
2021
Q2 | $1.08M | Buy |
23,109
+18,882
| +447% | +$880K | 0.01% | 1251 |
|
|
2021
Q1 | $210K | Buy |
+4,227
| New | +$210K | 0.01% | 1464 |
|
|
2020
Q1 | – | Sell |
-8,258
| Closed | -$363K | – | 1788 |
|
|
2019
Q4 | $363K | Buy |
8,258
+597
| +8% | +$26.2K | 0.01% | 1297 |
|
|
2019
Q3 | $338K | Sell |
7,661
-143
| -2% | -$6.31K | 0.01% | 1246 |
|
|
2019
Q2 | $322K | Buy |
7,804
+518
| +7% | +$21.4K | 0.01% | 1319 |
|
|
2019
Q1 | $281K | Buy |
+7,286
| New | +$281K | 0.01% | 1307 |
|
|
2018
Q3 | – | Sell |
-4,227
| Closed | -$225K | – | 1629 |
|
|
2018
Q2 | $225K | Buy |
+4,227
| New | +$225K | 0.01% | 1498 |
|