Bessemer Group’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 | $1.13M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $816K | Hold |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $684K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $5K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $8K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $680K | Hold |
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|
2020
Q1 | $591K | Buy |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | $1K | Buy |
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