Bessemer Group’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 | $1.14M | Buy |
20,807
+1,232
| +6% | +$67.7K | ﹤0.01% | 599 |
|
|
2025
Q1 | $1.02M | Sell |
19,575
-34
| -0.2% | -$1.77K | ﹤0.01% | 691 |
|
|
2024
Q4 | $1.04M | Sell |
19,609
-126
| -0.6% | -$6.69K | ﹤0.01% | 756 |
|
|
2024
Q3 | $1.01M | Buy |
19,735
+2,381
| +14% | +$121K | ﹤0.01% | 776 |
|
|
2024
Q2 | $816K | Hold |
17,354
| – | – | ﹤0.01% | 705 |
|
|
2024
Q1 | $784K | Buy |
17,354
+2,460
| +17% | +$111K | ﹤0.01% | 710 |
|
|
2023
Q4 | $684K | Buy |
14,894
+3,718
| +33% | +$171K | ﹤0.01% | 739 |
|
|
2023
Q3 | $408K | Buy |
11,176
+4,760
| +74% | +$174K | ﹤0.01% | 857 |
|
|
2023
Q2 | $242K | Buy |
6,416
+6,280
| +4,618% | +$237K | ﹤0.01% | 998 |
|
|
2023
Q1 | $5K | Buy |
+136
| New | +$5K | ﹤0.01% | 1629 |
|
|
2021
Q4 | – | Sell |
-147
| Closed | -$8K | – | 2002 |
|
|
2021
Q3 | $8K | Buy |
+147
| New | +$8K | ﹤0.01% | 1437 |
|
|
2020
Q3 | – | Sell |
-23,700
| Closed | -$680K | – | 1697 |
|
|
2020
Q2 | $680K | Hold |
23,700
| – | – | ﹤0.01% | 896 |
|
|
2020
Q1 | $591K | Buy |
23,700
+18,072
| +321% | +$451K | ﹤0.01% | 742 |
|
|
2019
Q4 | $248K | Buy |
5,628
+5,600
| +20,000% | +$247K | ﹤0.01% | 1040 |
|
|
2019
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1693 |
|