Ameriprise’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.15M | Sell |
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|
2025
Q2 | $6.76M | Sell |
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|
2025
Q1 | $6.8M | Sell |
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|
2024
Q4 | $7.4M | Sell |
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|
2024
Q3 | $7.86M | Sell |
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|
2024
Q2 | $8.04M | Sell |
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|
2024
Q1 | $8.21M | Sell |
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|
2023
Q4 | $8.8M | Sell |
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|
2023
Q3 | $26.3M | Buy |
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|
2023
Q2 | $26.4M | Sell |
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|
2023
Q1 | $26.9M | Buy |
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|
2022
Q4 | $31.6M | Sell |
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|
2022
Q3 | $33.7M | Buy |
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|
2022
Q2 | $27.9M | Sell |
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|
2022
Q1 | $36M | Sell |
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|
2021
Q4 | $43.8M | Buy |
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|
2021
Q3 | $34.9M | Sell |
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|
2021
Q2 | $32M | Sell |
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|
2021
Q1 | $36.6M | Sell |
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|
2020
Q4 | $36.6M | Sell |
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|
2020
Q3 | $22.4M | Buy |
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|
2020
Q2 | $22.7M | Sell |
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|
2020
Q1 | $20.8M | Buy |
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|
2019
Q4 | $34.9M | Buy |
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|
2019
Q3 | $33.7M | Buy |
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|
2019
Q2 | $30.7M | Sell |
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|
2019
Q1 | $31.1M | Buy |
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|
2018
Q4 | $30.4M | Sell |
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|
2018
Q3 | $39.5M | Buy |
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|
2018
Q2 | $42.7M | Buy |
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|
2018
Q1 | $38M | Buy |
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|
2017
Q4 | $36.5M | Buy |
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|
2017
Q3 | $34.3M | Sell |
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|
2017
Q2 | $35.6M | Buy |
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|
2017
Q1 | $28M | Sell |
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|
2016
Q4 | $30.2M | Buy |
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|
2016
Q3 | $23.3M | Buy |
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|
2016
Q2 | $7.04M | Sell |
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|
2016
Q1 | $7.26M | Sell |
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|
2015
Q4 | $7.83M | Sell |
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|
2015
Q3 | $7.85M | Buy |
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|
2015
Q2 | $7.33M | Sell |
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|
2015
Q1 | $7.08M | Buy |
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|
2014
Q4 | $7.06M | Buy |
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|
2014
Q3 | $6.43M | Buy |
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|
2014
Q2 | $6.55M | Buy |
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|
2014
Q1 | $6.31M | Hold |
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|
2013
Q4 | $6.85M | Sell |
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|
2013
Q3 | $7.05M | Sell |
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|
2013
Q2 | $6.58M | Buy |
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