CIP
Champlain Investment Partners’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.5M | Sell |
1,209,143
-6,778
| -0.6% | -$373K | 0.46% | 91 |
|
|
2025
Q1 | $63.1M | Sell |
1,215,921
-18,913
| -2% | -$981K | 0.46% | 91 |
|
|
2024
Q4 | $65.6M | Sell |
1,234,834
-65,164
| -5% | -$3.46M | 0.42% | 93 |
|
|
2024
Q3 | $66.3M | Buy |
1,299,998
+14,792
| +1% | +$754K | 0.4% | 91 |
|
|
2024
Q2 | $60.4M | Sell |
1,285,206
-8,075
| -0.6% | -$380K | 0.37% | 99 |
|
|
2024
Q1 | $58.4M | Buy |
1,293,281
+160,090
| +14% | +$7.23M | 0.33% | 102 |
|
|
2023
Q4 | $52M | Sell |
1,133,191
-67,166
| -6% | -$3.08M | 0.31% | 104 |
|
|
2023
Q3 | $43.8M | Buy |
1,200,357
+4,362
| +0.4% | +$159K | 0.28% | 108 |
|
|
2023
Q2 | $45.1M | Sell |
1,195,995
-51,220
| -4% | -$1.93M | 0.28% | 108 |
|
|
2023
Q1 | $46.9M | Sell |
1,247,215
-43,710
| -3% | -$1.64M | 0.3% | 108 |
|
|
2022
Q4 | $58.5M | Buy |
1,290,925
+338,955
| +36% | +$15.4M | 0.38% | 100 |
|
|
2022
Q3 | $44.2M | Sell |
951,970
-8,485
| -0.9% | -$394K | 0.3% | 108 |
|
|
2022
Q2 | $38.5M | Sell |
960,455
-30,040
| -3% | -$1.2M | 0.25% | 116 |
|
|
2022
Q1 | $46.2M | Buy |
+990,495
| New | +$46.2M | 0.24% | 118 |
|