American Century Companies’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 | $42.6M | Sell |
774,208
-77,007
| -9% | -$4.24M | 0.02% | 748 |
|
2025
Q1 | $44.2M | Sell |
851,215
-53,064
| -6% | -$2.75M | 0.03% | 679 |
|
2024
Q4 | $48M | Sell |
904,279
-4,149
| -0.5% | -$220K | 0.03% | 654 |
|
2024
Q3 | $46.3M | Buy |
908,428
+30,961
| +4% | +$1.58M | 0.03% | 637 |
|
2024
Q2 | $41.2M | Buy |
877,467
+191,566
| +28% | +$9M | 0.03% | 647 |
|
2024
Q1 | $31M | Buy |
685,901
+228,705
| +50% | +$10.3M | 0.02% | 749 |
|
2023
Q4 | $21M | Buy |
457,196
+105,103
| +30% | +$4.83M | 0.01% | 855 |
|
2023
Q3 | $12.9M | Buy |
352,093
+107,879
| +44% | +$3.94M | 0.01% | 978 |
|
2023
Q2 | $9.21M | Buy |
244,214
+62,245
| +34% | +$2.35M | 0.01% | 1086 |
|
2023
Q1 | $6.82M | Buy |
181,969
+6,833
| +4% | +$256K | 0.01% | 1147 |
|
2022
Q4 | $7.94M | Sell |
175,136
-2,079
| -1% | -$94.3K | 0.01% | 1054 |
|
2022
Q3 | $8.23M | Sell |
177,215
-13,257
| -7% | -$616K | 0.01% | 953 |
|
2022
Q2 | $7.64M | Buy |
190,472
+26,212
| +16% | +$1.05M | 0.01% | 997 |
|
2022
Q1 | $7.66M | Buy |
164,260
+63,386
| +63% | +$2.96M | 0.01% | 994 |
|
2021
Q4 | $5.06M | Buy |
100,874
+81,458
| +420% | +$4.08M | ﹤0.01% | 1053 |
|
2021
Q3 | $996K | Buy |
19,416
+12,721
| +190% | +$653K | ﹤0.01% | 1590 |
|
2021
Q2 | $312K | Buy |
6,695
+2,262
| +51% | +$105K | ﹤0.01% | 2051 |
|
2021
Q1 | $221K | Sell |
4,433
-4,429
| -50% | -$221K | ﹤0.01% | 2049 |
|
2020
Q4 | $398K | Sell |
8,862
-11,651
| -57% | -$523K | ﹤0.01% | 1642 |
|
2020
Q3 | $553K | Buy |
20,513
+507
| +3% | +$13.7K | ﹤0.01% | 1310 |
|
2020
Q2 | $574K | Buy |
+20,006
| New | +$574K | ﹤0.01% | 1245 |
|