Brown Advisory’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
Q2 | $41.9M | Sell |
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|
2025
Q1 | $41.9M | Sell |
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|
2024
Q4 | $43.9M | Sell |
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|
2024
Q3 | $43.1M | Buy |
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|
2024
Q2 | $39.1M | Buy |
|
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|
2024
Q1 | $37.3M | Buy |
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|
2023
Q4 | $36.5M | Sell |
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|
2023
Q3 | $30M | Buy |
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|
2023
Q2 | $26.1M | Sell |
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|
2023
Q1 | $27.6M | Sell |
|
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|
2022
Q4 | $36.6M | Sell |
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|
2022
Q3 | $39.3M | Sell |
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|
2022
Q2 | $34.5M | Sell |
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|
2022
Q1 | $41.3M | Buy |
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|
2021
Q4 | $43.3M | Buy |
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|
2021
Q3 | $9.79M | Buy |
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|
2021
Q2 | $824K | Hold |
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|
2021
Q1 | $881K | Buy |
|