Blue Bell Private Wealth Management’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 | $166K | Hold |
3,019
| – | – | 0.03% | 256 |
|
|
2025
Q1 | $157K | Hold |
3,019
| – | – | 0.03% | 249 |
|
|
2024
Q4 | $160K | Hold |
3,019
| – | – | 0.03% | 230 |
|
|
2024
Q3 | $154K | Hold |
3,019
| – | – | 0.03% | 241 |
|
|
2024
Q2 | $142K | Hold |
3,019
| – | – | 0.03% | 230 |
|
|
2024
Q1 | $136K | Hold |
3,019
| – | – | 0.03% | 227 |
|
|
2023
Q4 | $139K | Hold |
3,019
| – | – | 0.03% | 202 |
|
|
2023
Q3 | $110K | Hold |
3,019
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $114K | Hold |
3,019
| – | – | 0.03% | 184 |
|
|
2023
Q1 | $114K | Hold |
3,019
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $137K | Hold |
3,019
| – | – | 0.04% | 138 |
|
|
2022
Q3 | $140K | Hold |
3,019
| – | – | 0.05% | 129 |
|
|
2022
Q2 | $121K | Hold |
3,019
| – | – | 0.04% | 141 |
|
|
2022
Q1 | $141K | Buy |
+3,019
| New | +$141K | 0.04% | 131 |
|