Blue Bell Private Wealth Management’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 | $163K | Hold |
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|
2025
Q2 | $166K | Hold |
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|
2025
Q1 | $157K | Hold |
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|
2024
Q4 | $160K | Hold |
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|
2024
Q3 | $154K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $139K | Hold |
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|
2023
Q3 | $110K | Hold |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $140K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $141K | Buy |
|