American International Group’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32,589
| Closed | -$1.47M | – | 2744 |
|
|
2024
Q1 | $1.47M | Sell |
32,589
-723
| -2% | -$32.6K | 0.01% | 1114 |
|
|
2023
Q4 | $1.53M | Sell |
33,312
-294
| -0.9% | -$13.5K | 0.01% | 1100 |
|
|
2023
Q3 | $1.23M | Buy |
33,606
+695
| +2% | +$25.4K | 0.01% | 1141 |
|
|
2023
Q2 | $1.24M | Sell |
32,911
-568
| -2% | -$21.4K | 0.01% | 1139 |
|
|
2023
Q1 | $1.26M | Buy |
33,479
+149
| +0.4% | +$5.6K | 0.01% | 1122 |
|
|
2022
Q4 | $1.51M | Sell |
33,330
-1,315
| -4% | -$59.6K | 0.01% | 1032 |
|
|
2022
Q3 | $1.61M | Sell |
34,645
-282
| -0.8% | -$13.1K | 0.01% | 996 |
|
|
2022
Q2 | $1.4M | Sell |
34,927
-2,260
| -6% | -$90.6K | 0.01% | 1066 |
|
|
2022
Q1 | $1.73M | Buy |
37,187
+7,184
| +24% | +$335K | 0.01% | 1073 |
|
|
2021
Q4 | $1.5M | Buy |
30,003
+453
| +2% | +$22.7K | 0.01% | 1201 |
|
|
2021
Q3 | $1.52M | Sell |
29,550
-1,027
| -3% | -$52.7K | 0.01% | 1185 |
|
|
2021
Q2 | $1.43K | Sell |
30,577
-17,927
| -37% | -$835 | ﹤0.01% | 1318 |
|
|
2021
Q1 | $2.42K | Buy |
48,504
+93
| +0.2% | +$5 | 0.01% | 1025 |
|
|
2020
Q4 | $2.17K | Buy |
48,411
+18,394
| +61% | +$826 | 0.01% | 1039 |
|
|
2020
Q3 | $810K | Sell |
30,017
-683
| -2% | -$18.4K | ﹤0.01% | 1351 |
|
|
2020
Q2 | $881K | Buy |
30,700
+649
| +2% | +$18.6K | ﹤0.01% | 1291 |
|
|
2020
Q1 | $749K | Sell |
30,051
-2,095
| -7% | -$52.2K | ﹤0.01% | 1239 |
|
|
2019
Q4 | $1.41M | Sell |
32,146
-1,052
| -3% | -$46.3K | 0.01% | 1161 |
|
|
2019
Q3 | $1.46M | Sell |
33,198
-232
| -0.7% | -$10.2K | 0.01% | 1111 |
|
|
2019
Q2 | $1.38M | Buy |
33,430
+1,084
| +3% | +$44.8K | 0.01% | 1148 |
|
|
2019
Q1 | $1.25M | Buy |
32,346
+12,490
| +63% | +$482K | ﹤0.01% | 1204 |
|
|
2018
Q4 | $753K | Sell |
19,856
-153
| -0.8% | -$5.8K | ﹤0.01% | 1431 |
|
|
2018
Q3 | $943K | Buy |
20,009
+361
| +2% | +$17K | ﹤0.01% | 1475 |
|
|
2018
Q2 | $1.05M | Buy |
19,648
+326
| +2% | +$17.4K | ﹤0.01% | 1363 |
|
|
2018
Q1 | $926K | Sell |
19,322
-1,039
| -5% | -$49.8K | ﹤0.01% | 1320 |
|
|
2017
Q4 | $974K | Buy |
20,361
+96
| +0.5% | +$4.59K | ﹤0.01% | 1388 |
|
|
2017
Q3 | $988K | Buy |
20,265
+1,515
| +8% | +$73.9K | ﹤0.01% | 1351 |
|
|
2017
Q2 | $850K | Buy |
18,750
+1,109
| +6% | +$50.3K | ﹤0.01% | 1379 |
|
|
2017
Q1 | $811K | Buy |
17,641
+1,171
| +7% | +$53.8K | ﹤0.01% | 1301 |
|
|
2016
Q4 | $763K | Sell |
16,470
-44
| -0.3% | -$2.04K | ﹤0.01% | 1390 |
|
|
2016
Q3 | $603K | Buy |
16,514
+25
| +0.2% | +$912 | ﹤0.01% | 1503 |
|
|
2016
Q2 | $531K | Sell |
16,489
-1,034
| -6% | -$33.3K | ﹤0.01% | 1557 |
|
|
2016
Q1 | $570K | Buy |
17,523
+969
| +6% | +$31.5K | ﹤0.01% | 1913 |
|
|
2015
Q4 | $536K | Sell |
16,554
-29
| -0.2% | -$939 | ﹤0.01% | 1981 |
|
|
2015
Q3 | $478K | Buy |
16,583
+19
| +0.1% | +$548 | ﹤0.01% | 2063 |
|
|
2015
Q2 | $453K | Sell |
16,564
-251
| -1% | -$6.87K | ﹤0.01% | 2276 |
|
|
2015
Q1 | $424K | Sell |
16,815
-69
| -0.4% | -$1.74K | ﹤0.01% | 2293 |
|
|
2014
Q4 | $433K | Sell |
16,884
-594
| -3% | -$15.2K | ﹤0.01% | 2273 |
|
|
2014
Q3 | $417K | Sell |
17,478
-15
| -0.1% | -$358 | ﹤0.01% | 2300 |
|
|
2014
Q2 | $430K | Buy |
17,493
+1,482
| +9% | +$36.4K | ﹤0.01% | 2309 |
|
|
2014
Q1 | $381K | Buy |
16,011
+384
| +2% | +$9.14K | ﹤0.01% | 2291 |
|
|
2013
Q4 | $404K | Sell |
15,627
-156
| -1% | -$4.03K | ﹤0.01% | 2184 |
|
|
2013
Q3 | $317K | Buy |
15,783
+45
| +0.3% | +$904 | ﹤0.01% | 2315 |
|
|
2013
Q2 | $275K | Buy |
+15,738
| New | +$275K | ﹤0.01% | 2305 |
|