Bank of Montreal’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 | $501K | Buy |
9,106
+100
| +1% | +$5.5K | ﹤0.01% | 2011 |
|
|
2025
Q1 | $467K | Buy |
9,006
+2,047
| +29% | +$106K | ﹤0.01% | 2004 |
|
|
2024
Q4 | $370K | Buy |
6,959
+720
| +12% | +$38.3K | ﹤0.01% | 2146 |
|
|
2024
Q3 | $313K | Buy |
6,239
+250
| +4% | +$12.5K | ﹤0.01% | 2449 |
|
|
2024
Q2 | $282K | Buy |
5,989
+40
| +0.7% | +$1.88K | ﹤0.01% | 2515 |
|
|
2024
Q1 | $270K | Buy |
5,949
+351
| +6% | +$15.9K | ﹤0.01% | 2558 |
|
|
2023
Q4 | $264K | Buy |
+5,598
| New | +$264K | ﹤0.01% | 2550 |
|
|
2023
Q3 | – | Sell |
-5,415
| Closed | -$213K | – | 3721 |
|
|
2023
Q2 | $213K | Sell |
5,415
-2,347
| -30% | -$92.1K | ﹤0.01% | 2820 |
|
|
2023
Q1 | $297K | Buy |
7,762
+1,962
| +34% | +$75K | ﹤0.01% | 2534 |
|
|
2022
Q4 | $284K | Sell |
5,800
-533
| -8% | -$26.1K | ﹤0.01% | 2540 |
|
|
2022
Q3 | $301 | Hold |
6,333
| – | – | ﹤0.01% | 2527 |
|
|
2022
Q2 | $262 | Sell |
6,333
-13,743
| -68% | -$569 | ﹤0.01% | 2697 |
|
|
2022
Q1 | $1M | Buy |
20,076
+2,699
| +16% | +$135K | ﹤0.01% | 1933 |
|
|
2021
Q4 | $885K | Sell |
17,377
-264,951
| -94% | -$13.5M | ﹤0.01% | 1962 |
|
|
2021
Q3 | $14.7M | Sell |
282,328
-11,767
| -4% | -$614K | 0.01% | 991 |
|
|
2021
Q2 | $14M | Buy |
294,095
+65,427
| +29% | +$3.11M | 0.01% | 1036 |
|
|
2021
Q1 | $11.5M | Sell |
228,668
-25,602
| -10% | -$1.28M | 0.01% | 852 |
|
|
2020
Q4 | $11.8M | Buy |
254,270
+7,018
| +3% | +$326K | 0.01% | 827 |
|
|
2020
Q3 | $7.31M | Buy |
247,252
+135,346
| +121% | +$4M | 0.01% | 896 |
|
|
2020
Q2 | $2.79M | Buy |
111,906
+111,545
| +30,899% | +$2.78M | ﹤0.01% | 1288 |
|
|
2020
Q1 | $9K | Sell |
361
-6,484
| -95% | -$162K | ﹤0.01% | 3223 |
|
|
2019
Q4 | $301K | Buy |
6,845
+1,872
| +38% | +$82.3K | ﹤0.01% | 2476 |
|
|
2019
Q3 | $219K | Buy |
4,973
+226
| +5% | +$9.95K | ﹤0.01% | 2407 |
|
|
2019
Q2 | $196K | Sell |
4,747
-71,590
| -94% | -$2.96M | ﹤0.01% | 2507 |
|
|
2019
Q1 | $2.95M | Buy |
76,337
+75,606
| +10,343% | +$2.92M | ﹤0.01% | 1289 |
|
|
2018
Q4 | $28K | Buy |
731
+218
| +42% | +$8.35K | ﹤0.01% | 3177 |
|
|
2018
Q3 | $24K | Sell |
513
-6
| -1% | -$281 | ﹤0.01% | 3334 |
|
|
2018
Q2 | $27K | Buy |
519
+175
| +51% | +$9.1K | ﹤0.01% | 3316 |
|
|
2018
Q1 | $17K | Buy |
344
+40
| +13% | +$1.98K | ﹤0.01% | 3332 |
|
|
2017
Q4 | $15K | Hold |
304
| – | – | ﹤0.01% | 3352 |
|
|
2017
Q3 | $15K | Hold |
304
| – | – | ﹤0.01% | 3315 |
|
|
2017
Q2 | $14K | Buy |
+304
| New | +$14K | ﹤0.01% | 3338 |
|
|
2017
Q1 | – | Sell |
-304
| Closed | -$13K | – | 3812 |
|
|
2016
Q4 | $13K | Sell |
304
-108
| -26% | -$4.62K | ﹤0.01% | 3213 |
|
|
2016
Q3 | $15K | Sell |
412
-25
| -6% | -$910 | ﹤0.01% | 3187 |
|
|
2016
Q2 | $14K | Sell |
437
-34
| -7% | -$1.09K | ﹤0.01% | 3221 |
|
|
2016
Q1 | $15K | Hold |
471
| – | – | ﹤0.01% | 3246 |
|
|
2015
Q4 | $15K | Buy |
+471
| New | +$15K | ﹤0.01% | 3276 |
|
|
2015
Q2 | – | Sell |
-7,548
| Closed | -$190K | – | 3820 |
|
|
2015
Q1 | $190K | Sell |
7,548
-1,494
| -17% | -$37.6K | ﹤0.01% | 2182 |
|
|
2014
Q4 | $232K | Buy |
9,042
+129
| +1% | +$3.31K | ﹤0.01% | 2074 |
|
|
2014
Q3 | $212K | Sell |
8,913
-675
| -7% | -$16.1K | ﹤0.01% | 2094 |
|
|
2014
Q2 | $236K | Sell |
9,588
-135
| -1% | -$3.32K | ﹤0.01% | 2064 |
|
|
2014
Q1 | $231K | Sell |
9,723
-19,620
| -67% | -$466K | ﹤0.01% | 1972 |
|
|
2013
Q4 | $758K | Buy |
29,343
+861
| +3% | +$22.2K | ﹤0.01% | 1388 |
|
|
2013
Q3 | $572K | Buy |
28,482
+657
| +2% | +$13.2K | ﹤0.01% | 1448 |
|
|
2013
Q2 | $486K | Buy |
+27,825
| New | +$486K | ﹤0.01% | 1464 |
|