AAP
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Arax Advisory Partners’s WSFS Financial WSFS Stock Holding History

Arax Advisory Partners’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.42K Sell
37
-41
-53% -$2.58K ﹤0.01% 3053
2025
Q4 		$4.31K Sell
78
-1,223
-94% -$66.9K ﹤0.01% 2933
2025
Q3 		$70.2K Buy
1,301
+1,291
+12,910% +$72.9K ﹤0.01% 1678
2025
Q2 		$550 Hold
10
– – ﹤0.01% 2922
2025
Q1 		$519 Sell
10
-194
-95% -$10.4K ﹤0.01% 2535
2024
Q4 		$10.8K Hold
204
– – ﹤0.01% 1464
2024
Q3 		$10.4K Hold
204
– – ﹤0.01% 1397
2024
Q2 		$9.59K Buy
+204
New +$9.03K ﹤0.01% 1283
2023
Q4 		– Sell
-27
Closed -$994 – 1442
2023
Q3 		$994 Hold
27
– – ﹤0.01% 1130
2023
Q2 		$1.02K Buy
+27
New +$960 ﹤0.01% 1110

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