Bank of New York Mellon’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 | $24.2M | Sell |
439,147
-12,071
| -3% | -$664K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $23.4M | Sell |
451,218
-18,231
| -4% | -$946K | ﹤0.01% | 1411 |
|
|
2024
Q4 | $24.9M | Sell |
469,449
-22,542
| -5% | -$1.2M | ﹤0.01% | 1440 |
|
|
2024
Q3 | $25.1M | Sell |
491,991
-62,547
| -11% | -$3.19M | ﹤0.01% | 1446 |
|
|
2024
Q2 | $26.1M | Sell |
554,538
-12,051
| -2% | -$566K | ﹤0.01% | 1424 |
|
|
2024
Q1 | $25.6M | Sell |
566,589
-20,755
| -4% | -$937K | ﹤0.01% | 1432 |
|
|
2023
Q4 | $27M | Buy |
587,344
+20,126
| +4% | +$924K | 0.01% | 1445 |
|
|
2023
Q3 | $20.7M | Sell |
567,218
-26,847
| -5% | -$980K | ﹤0.01% | 1520 |
|
|
2023
Q2 | $22.4M | Sell |
594,065
-44,792
| -7% | -$1.69M | ﹤0.01% | 1480 |
|
|
2023
Q1 | $24M | Sell |
638,857
-25,685
| -4% | -$966K | 0.01% | 1449 |
|
|
2022
Q4 | $30.1M | Sell |
664,542
-83,117
| -11% | -$3.77M | 0.01% | 1309 |
|
|
2022
Q3 | $34.7M | Buy |
747,659
+13,437
| +2% | +$624K | 0.01% | 1174 |
|
|
2022
Q2 | $29.4M | Sell |
734,222
-38,743
| -5% | -$1.55M | 0.01% | 1305 |
|
|
2022
Q1 | $36M | Buy |
772,965
+133,079
| +21% | +$6.2M | 0.01% | 1306 |
|
|
2021
Q4 | $32.1M | Buy |
639,886
+93,758
| +17% | +$4.7M | 0.01% | 1435 |
|
|
2021
Q3 | $28M | Buy |
546,128
+763
| +0.1% | +$39.1K | 0.01% | 1523 |
|
|
2021
Q2 | $25.4M | Sell |
545,365
-21,304
| -4% | -$993K | ﹤0.01% | 1590 |
|
|
2021
Q1 | $28.2M | Buy |
566,669
+231,833
| +69% | +$11.5M | 0.01% | 1499 |
|
|
2020
Q4 | $15M | Buy |
334,836
+2,373
| +0.7% | +$106K | ﹤0.01% | 1788 |
|
|
2020
Q3 | $8.97M | Sell |
332,463
-15,550
| -4% | -$419K | ﹤0.01% | 1910 |
|
|
2020
Q2 | $9.99M | Buy |
348,013
+35,049
| +11% | +$1.01M | ﹤0.01% | 1841 |
|
|
2020
Q1 | $7.8M | Sell |
312,964
-8,479
| -3% | -$211K | ﹤0.01% | 1840 |
|
|
2019
Q4 | $14.1M | Buy |
321,443
+21,902
| +7% | +$964K | ﹤0.01% | 1776 |
|
|
2019
Q3 | $13.2M | Sell |
299,541
-2,382
| -0.8% | -$105K | ﹤0.01% | 1779 |
|
|
2019
Q2 | $12.5M | Buy |
301,923
+13,401
| +5% | +$553K | ﹤0.01% | 1831 |
|
|
2019
Q1 | $11.1M | Buy |
288,522
+108,342
| +60% | +$4.18M | ﹤0.01% | 1913 |
|
|
2018
Q4 | $6.83M | Buy |
180,180
+3,802
| +2% | +$144K | ﹤0.01% | 2115 |
|
|
2018
Q3 | $8.32M | Buy |
176,378
+1,339
| +0.8% | +$63.1K | ﹤0.01% | 2133 |
|
|
2018
Q2 | $9.33M | Sell |
175,039
-2,404
| -1% | -$128K | ﹤0.01% | 2056 |
|
|
2018
Q1 | $8.5M | Buy |
177,443
+6,400
| +4% | +$307K | ﹤0.01% | 2064 |
|
|
2017
Q4 | $8.18M | Buy |
171,043
+9,881
| +6% | +$473K | ﹤0.01% | 2085 |
|
|
2017
Q3 | $7.86M | Sell |
161,162
-2,572
| -2% | -$125K | ﹤0.01% | 2108 |
|
|
2017
Q2 | $7.43M | Sell |
163,734
-23,065
| -12% | -$1.05M | ﹤0.01% | 2122 |
|
|
2017
Q1 | $8.58M | Sell |
186,799
-133,920
| -42% | -$6.15M | ﹤0.01% | 2052 |
|
|
2016
Q4 | $14.9M | Buy |
320,719
+4,690
| +1% | +$217K | ﹤0.01% | 1723 |
|
|
2016
Q3 | $11.5M | Sell |
316,029
-4,110
| -1% | -$150K | ﹤0.01% | 1802 |
|
|
2016
Q2 | $10.3M | Sell |
320,139
-8,299
| -3% | -$267K | ﹤0.01% | 1832 |
|
|
2016
Q1 | $10.7M | Buy |
328,438
+140,113
| +74% | +$4.56M | ﹤0.01% | 1803 |
|
|
2015
Q4 | $6.09M | Sell |
188,325
-10,965
| -6% | -$355K | ﹤0.01% | 2105 |
|
|
2015
Q3 | $5.74M | Sell |
199,290
-41,801
| -17% | -$1.2M | ﹤0.01% | 2161 |
|
|
2015
Q2 | $6.59M | Buy |
241,091
+8,171
| +4% | +$223K | ﹤0.01% | 2185 |
|
|
2015
Q1 | $5.87M | Sell |
232,920
-3,720
| -2% | -$93.8K | ﹤0.01% | 2224 |
|
|
2014
Q4 | $6.07M | Buy |
236,640
+1,002
| +0.4% | +$25.7K | ﹤0.01% | 2212 |
|
|
2014
Q3 | $5.62M | Buy |
235,638
+52,344
| +29% | +$1.25M | ﹤0.01% | 2239 |
|
|
2014
Q2 | $4.5M | Buy |
183,294
+27,258
| +17% | +$669K | ﹤0.01% | 2382 |
|
|
2014
Q1 | $3.72M | Sell |
156,036
-363
| -0.2% | -$8.64K | ﹤0.01% | 2470 |
|
|
2013
Q4 | $4.04M | Sell |
156,399
-8,883
| -5% | -$230K | ﹤0.01% | 2420 |
|
|
2013
Q3 | $3.32M | Sell |
165,282
-12,705
| -7% | -$255K | ﹤0.01% | 2497 |
|
|
2013
Q2 | $3.11M | Buy |
+177,987
| New | +$3.11M | ﹤0.01% | 2495 |
|