Canada Life’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 | $3.1M | Sell |
56,379
-4,037
| -7% | -$222K | ﹤0.01% | 992 |
|
|
2025
Q1 | $3.14M | Sell |
60,416
-5,260
| -8% | -$273K | 0.01% | 989 |
|
|
2024
Q4 | $3.49M | Sell |
65,676
-1,777
| -3% | -$94.4K | 0.01% | 1015 |
|
|
2024
Q3 | $3.44M | Buy |
67,453
+6,692
| +11% | +$341K | 0.01% | 1052 |
|
|
2024
Q2 | $2.86M | Buy |
60,761
+7,658
| +14% | +$360K | 0.01% | 1103 |
|
|
2024
Q1 | $2.39M | Buy |
53,103
+2,708
| +5% | +$122K | ﹤0.01% | 1157 |
|
|
2023
Q4 | $2.31M | Sell |
50,395
-1,819
| -3% | -$83.5K | 0.01% | 1180 |
|
|
2023
Q3 | $1.9M | Sell |
52,214
-843
| -2% | -$30.7K | ﹤0.01% | 1236 |
|
|
2023
Q2 | $2M | Sell |
53,057
-6,085
| -10% | -$229K | ﹤0.01% | 1203 |
|
|
2023
Q1 | $2.22M | Sell |
59,142
-3,945
| -6% | -$148K | 0.01% | 1181 |
|
|
2022
Q4 | $2.86M | Sell |
63,087
-8,822
| -12% | -$400K | 0.01% | 1036 |
|
|
2022
Q3 | $3.34M | Buy |
71,909
+7,964
| +12% | +$370K | 0.01% | 868 |
|
|
2022
Q2 | $2.56M | Buy |
63,945
+7,331
| +13% | +$294K | 0.01% | 1037 |
|
|
2022
Q1 | $2.71M | Buy |
56,614
+1,308
| +2% | +$62.5K | 0.01% | 1047 |
|
|
2021
Q4 | $2.77M | Buy |
55,306
+13,832
| +33% | +$692K | 0.01% | 1019 |
|
|
2021
Q3 | $2.14M | Buy |
41,474
+921
| +2% | +$47.6K | 0.01% | 1139 |
|
|
2021
Q2 | $1.89M | Sell |
40,553
-669
| -2% | -$31.2K | ﹤0.01% | 1193 |
|
|
2021
Q1 | $2.05M | Buy |
41,222
+37,047
| +887% | +$1.84M | 0.01% | 1129 |
|
|
2020
Q4 | $187K | Hold |
4,175
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q3 | $112K | Sell |
4,175
-257
| -6% | -$6.89K | ﹤0.01% | 2020 |
|
|
2020
Q2 | $126K | Buy |
4,432
+26
| +0.6% | +$739 | ﹤0.01% | 1999 |
|
|
2020
Q1 | $110K | Sell |
4,406
-2
| -0% | -$50 | ﹤0.01% | 1960 |
|
|
2019
Q4 | $192K | Buy |
+4,408
| New | +$192K | ﹤0.01% | 1935 |
|
|
2019
Q3 | – | Sell |
-5,860
| Closed | -$242K | – | 2300 |
|
|
2019
Q2 | $242K | Sell |
5,860
-1,730
| -23% | -$71.4K | ﹤0.01% | 1979 |
|
|
2019
Q1 | $292K | Buy |
7,590
+3,927
| +107% | +$151K | ﹤0.01% | 1783 |
|
|
2018
Q4 | $134K | Sell |
3,663
-7
| -0.2% | -$256 | ﹤0.01% | 2047 |
|
|
2018
Q3 | $173K | Hold |
3,670
| – | – | ﹤0.01% | 2031 |
|
|
2018
Q2 | $196K | Hold |
3,670
| – | – | ﹤0.01% | 1983 |
|
|
2018
Q1 | $175K | Buy |
3,670
+70
| +2% | +$3.34K | ﹤0.01% | 2001 |
|
|
2017
Q4 | $172K | Hold |
3,600
| – | – | ﹤0.01% | 2007 |
|
|
2017
Q3 | $175K | Hold |
3,600
| – | – | ﹤0.01% | 1990 |
|
|
2017
Q2 | $163K | Hold |
3,600
| – | – | ﹤0.01% | 1969 |
|
|
2017
Q1 | $165K | Hold |
3,600
| – | – | ﹤0.01% | 1964 |
|
|
2016
Q4 | $167K | Hold |
3,600
| – | – | ﹤0.01% | 1960 |
|
|
2016
Q3 | $131K | Hold |
3,600
| – | – | ﹤0.01% | 2034 |
|
|
2016
Q2 | $116K | Hold |
3,600
| – | – | ﹤0.01% | 2049 |
|
|
2016
Q1 | $117K | Hold |
3,600
| – | – | ﹤0.01% | 1692 |
|
|
2015
Q4 | $117K | Hold |
3,600
| – | – | ﹤0.01% | 1656 |
|
|
2015
Q3 | $104K | Hold |
3,600
| – | – | ﹤0.01% | 1670 |
|
|
2015
Q2 | $98K | Hold |
3,600
| – | – | ﹤0.01% | 1891 |
|
|
2015
Q1 | $90K | Hold |
3,600
| – | – | ﹤0.01% | 1863 |
|
|
2014
Q4 | $91K | Hold |
3,600
| – | – | ﹤0.01% | 1820 |
|
|
2014
Q3 | $86K | Buy |
+3,600
| New | +$86K | ﹤0.01% | 1799 |
|