Boston Partners’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 | $19.2M | Buy |
350,327
+6,755
| +2% | +$371K | 0.02% | 361 |
|
|
2025
Q1 | $17.7M | Buy |
+343,572
| New | +$17.7M | 0.02% | 333 |
|
|
2015
Q2 | – | Sell |
-275,919
| Closed | -$6.96M | – | 735 |
|
|
2015
Q1 | $6.96M | Buy |
275,919
+4,440
| +2% | +$112K | 0.01% | 466 |
|
|
2014
Q4 | $6.96M | Sell |
271,479
-40,851
| -13% | -$1.05M | 0.01% | 467 |
|
|
2014
Q3 | $7.46M | Sell |
312,330
-1,710
| -0.5% | -$40.8K | 0.01% | 441 |
|
|
2014
Q2 | $7.71M | Sell |
314,040
-248,835
| -44% | -$6.11M | 0.01% | 432 |
|
|
2014
Q1 | $13.4M | Sell |
562,875
-206,970
| -27% | -$4.93M | 0.02% | 347 |
|
|
2013
Q4 | $19.9M | Buy |
769,845
+63,750
| +9% | +$1.65M | 0.04% | 281 |
|
|
2013
Q3 | $14.2M | Sell |
706,095
-19,500
| -3% | -$392K | 0.03% | 309 |
|
|
2013
Q2 | $12.7M | Buy |
+725,595
| New | +$12.7M | 0.03% | 312 |
|