BlackRock’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 | $449M | Sell |
8,155,409
-390,693
| -5% | -$21.5M | 0.01% | 1119 |
|
|
2025
Q1 | $443M | Sell |
8,546,102
-152,317
| -2% | -$7.9M | 0.01% | 1114 |
|
|
2024
Q4 | $462M | Buy |
8,698,419
+26,343
| +0.3% | +$1.4M | 0.01% | 1134 |
|
|
2024
Q3 | $442M | Buy |
8,672,076
+65,194
| +0.8% | +$3.32M | 0.01% | 1162 |
|
|
2024
Q2 | $405M | Sell |
8,606,882
-322,626
| -4% | -$15.2M | 0.01% | 1140 |
|
|
2024
Q1 | $403M | Buy |
8,929,508
+234,676
| +3% | +$10.6M | 0.01% | 1178 |
|
|
2023
Q4 | $399M | Sell |
8,694,832
-164,548
| -2% | -$7.56M | 0.01% | 1164 |
|
|
2023
Q3 | $323M | Sell |
8,859,380
-205,936
| -2% | -$7.52M | 0.01% | 1215 |
|
|
2023
Q2 | $342M | Buy |
9,065,316
+7,220
| +0.1% | +$272K | 0.01% | 1188 |
|
|
2023
Q1 | $341M | Buy |
9,058,096
+116,099
| +1% | +$4.37M | 0.01% | 1168 |
|
|
2022
Q4 | $405M | Sell |
8,941,997
-476,813
| -5% | -$21.6M | 0.01% | 1026 |
|
|
2022
Q3 | $438M | Sell |
9,418,810
-80,802
| -0.9% | -$3.75M | 0.01% | 893 |
|
|
2022
Q2 | $381M | Buy |
9,499,612
+34,991
| +0.4% | +$1.4M | 0.01% | 1057 |
|
|
2022
Q1 | $441M | Buy |
9,464,621
+2,442,621
| +35% | +$114M | 0.01% | 1069 |
|
|
2021
Q4 | $352M | Buy |
7,022,000
+30,719
| +0.4% | +$1.54M | 0.01% | 1292 |
|
|
2021
Q3 | $359M | Buy |
6,991,281
+32,002
| +0.5% | +$1.64M | 0.01% | 1249 |
|
|
2021
Q2 | $324M | Sell |
6,959,279
-49,482
| -0.7% | -$2.31M | 0.01% | 1406 |
|
|
2021
Q1 | $349M | Buy |
7,008,761
+3,244,093
| +86% | +$162M | 0.01% | 1319 |
|
|
2020
Q4 | $169M | Buy |
3,764,668
+252,047
| +7% | +$11.3M | 0.01% | 1728 |
|
|
2020
Q3 | $94.7M | Sell |
3,512,621
-202,951
| -5% | -$5.47M | ﹤0.01% | 1895 |
|
|
2020
Q2 | $107M | Buy |
3,715,572
+18,711
| +0.5% | +$537K | ﹤0.01% | 1793 |
|
|
2020
Q1 | $92.1M | Sell |
3,696,861
-61,034
| -2% | -$1.52M | ﹤0.01% | 1690 |
|
|
2019
Q4 | $165M | Sell |
3,757,895
-38,808
| -1% | -$1.71M | 0.01% | 1629 |
|
|
2019
Q3 | $167M | Sell |
3,796,703
-12,242
| -0.3% | -$540K | 0.01% | 1530 |
|
|
2019
Q2 | $157M | Buy |
3,808,945
+123,383
| +3% | +$5.1M | 0.01% | 1588 |
|
|
2019
Q1 | $142M | Buy |
3,685,562
+1,344,366
| +57% | +$51.9M | 0.01% | 1650 |
|
|
2018
Q4 | $88.8M | Buy |
2,341,196
+191,758
| +9% | +$7.27M | ﹤0.01% | 1879 |
|
|
2018
Q3 | $101M | Buy |
2,149,438
+8,410
| +0.4% | +$397K | ﹤0.01% | 1953 |
|
|
2018
Q2 | $114M | Buy |
2,141,028
+165,476
| +8% | +$8.82M | 0.01% | 1847 |
|
|
2018
Q1 | $94.6M | Sell |
1,975,552
-15,045
| -0.8% | -$721K | ﹤0.01% | 1879 |
|
|
2017
Q4 | $95.3M | Buy |
1,990,597
+51,739
| +3% | +$2.48M | ﹤0.01% | 1900 |
|
|
2017
Q3 | $94.5M | Buy |
1,938,858
+61,706
| +3% | +$3.01M | ﹤0.01% | 1874 |
|
|
2017
Q2 | $85.1M | Buy |
1,877,152
+40,430
| +2% | +$1.83M | ﹤0.01% | 1904 |
|
|
2017
Q1 | $84.4M | Buy |
1,836,722
+1,829,436
| +25,109% | +$84.1M | ﹤0.01% | 1884 |
|
|
2016
Q4 | $338K | Buy |
7,286
+18
| +0.2% | +$835 | ﹤0.01% | 1817 |
|
|
2016
Q3 | $266K | Buy |
7,268
+183
| +3% | +$6.7K | ﹤0.01% | 1968 |
|
|
2016
Q2 | $228K | Buy |
7,085
+5,062
| +250% | +$163K | ﹤0.01% | 1992 |
|
|
2016
Q1 | $66K | Buy |
2,023
+256
| +14% | +$8.35K | ﹤0.01% | 2169 |
|
|
2015
Q4 | $57K | Buy |
1,767
+1,185
| +204% | +$38.2K | ﹤0.01% | 1950 |
|
|
2015
Q3 | $17K | Hold |
582
| – | – | ﹤0.01% | 2456 |
|
|
2015
Q2 | $16K | Sell |
582
-102
| -15% | -$2.8K | ﹤0.01% | 2469 |
|
|
2015
Q1 | $17K | Hold |
684
| – | – | ﹤0.01% | 2406 |
|
|
2014
Q4 | $18K | Hold |
684
| – | – | ﹤0.01% | 2406 |
|
|
2014
Q3 | $16K | Hold |
684
| – | – | ﹤0.01% | 2414 |
|
|
2014
Q2 | $17K | Buy |
684
+81
| +13% | +$2.01K | ﹤0.01% | 2437 |
|
|
2014
Q1 | $14K | Hold |
603
| – | – | ﹤0.01% | 2518 |
|
|
2013
Q4 | $16K | Sell |
603
-114
| -16% | -$3.03K | ﹤0.01% | 2440 |
|
|
2013
Q3 | $14K | Hold |
717
| – | – | ﹤0.01% | 2438 |
|
|
2013
Q2 | $13K | Buy |
+717
| New | +$13K | ﹤0.01% | 2503 |
|