Charles Schwab’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 | $39.1M | Sell |
711,691
-36,394
| -5% | -$2M | 0.01% | 1254 |
|
|
2025
Q1 | $38.8M | Buy |
748,085
+7,501
| +1% | +$389K | 0.01% | 1239 |
|
|
2024
Q4 | $39.3M | Buy |
740,584
+19,650
| +3% | +$1.04M | 0.01% | 1299 |
|
|
2024
Q3 | $36.8M | Sell |
720,934
-1,158
| -0.2% | -$59K | 0.01% | 1324 |
|
|
2024
Q2 | $33.9M | Buy |
722,092
+45,682
| +7% | +$2.15M | 0.01% | 1327 |
|
|
2024
Q1 | $30.5M | Buy |
676,410
+34,515
| +5% | +$1.56M | 0.01% | 1352 |
|
|
2023
Q4 | $29.5M | Buy |
641,895
+28,573
| +5% | +$1.31M | 0.01% | 1346 |
|
|
2023
Q3 | $22.4M | Buy |
613,322
+27,106
| +5% | +$989K | 0.01% | 1437 |
|
|
2023
Q2 | $22.1M | Buy |
586,216
+16,050
| +3% | +$605K | 0.01% | 1420 |
|
|
2023
Q1 | $21.4M | Buy |
570,166
+5,235
| +0.9% | +$197K | 0.01% | 1420 |
|
|
2022
Q4 | $25.6M | Buy |
564,931
+2,672
| +0.5% | +$121K | 0.01% | 1257 |
|
|
2022
Q3 | $26.1M | Buy |
562,259
+10,868
| +2% | +$505K | 0.01% | 1187 |
|
|
2022
Q2 | $22.1M | Buy |
551,391
+6,602
| +1% | +$265K | 0.01% | 1333 |
|
|
2022
Q1 | $25.4M | Buy |
544,789
+144,903
| +36% | +$6.76M | 0.01% | 1347 |
|
|
2021
Q4 | $20M | Buy |
399,886
+10,928
| +3% | +$548K | 0.01% | 1575 |
|
|
2021
Q3 | $20M | Buy |
388,958
+5,683
| +1% | +$292K | 0.01% | 1588 |
|
|
2021
Q2 | $17.9M | Sell |
383,275
-12,074
| -3% | -$563K | 0.01% | 1666 |
|
|
2021
Q1 | $19.7M | Sell |
395,349
-20,989
| -5% | -$1.05M | 0.01% | 1542 |
|
|
2020
Q4 | $18.7M | Sell |
416,338
-6,065
| -1% | -$272K | 0.01% | 1455 |
|
|
2020
Q3 | $11.4M | Buy |
422,403
+31,396
| +8% | +$847K | 0.01% | 1601 |
|
|
2020
Q2 | $11.2M | Buy |
391,007
+52,869
| +16% | +$1.52M | 0.01% | 1576 |
|
|
2020
Q1 | $8.43M | Buy |
338,138
+20,249
| +6% | +$505K | ﹤0.01% | 1549 |
|
|
2019
Q4 | $14M | Sell |
317,889
-1,136
| -0.4% | -$50K | 0.01% | 1457 |
|
|
2019
Q3 | $14.1M | Buy |
319,025
+8,401
| +3% | +$371K | 0.01% | 1376 |
|
|
2019
Q2 | $12.8M | Buy |
310,624
+9,186
| +3% | +$379K | 0.01% | 1431 |
|
|
2019
Q1 | $11.6M | Buy |
301,438
+134,669
| +81% | +$5.2M | 0.01% | 1490 |
|
|
2018
Q4 | $6.32M | Sell |
166,769
-3,078
| -2% | -$117K | ﹤0.01% | 1760 |
|
|
2018
Q3 | $8.01M | Buy |
169,847
+8,090
| +5% | +$381K | 0.01% | 1781 |
|
|
2018
Q2 | $8.62M | Buy |
161,757
+9,106
| +6% | +$485K | 0.01% | 1697 |
|
|
2018
Q1 | $7.31M | Buy |
152,651
+5,648
| +4% | +$271K | 0.01% | 1717 |
|
|
2017
Q4 | $7.04M | Buy |
147,003
+9,593
| +7% | +$459K | 0.01% | 1722 |
|
|
2017
Q3 | $6.7M | Buy |
137,410
+13,099
| +11% | +$639K | 0.01% | 1719 |
|
|
2017
Q2 | $5.64M | Buy |
124,311
+5,287
| +4% | +$240K | 0.01% | 1746 |
|
|
2017
Q1 | $5.47M | Buy |
119,024
+6,309
| +6% | +$290K | 0.01% | 1711 |
|
|
2016
Q4 | $5.23M | Buy |
112,715
+5,785
| +5% | +$268K | 0.01% | 1715 |
|
|
2016
Q3 | $3.9M | Sell |
106,930
-7,480
| -7% | -$273K | ﹤0.01% | 1809 |
|
|
2016
Q2 | $3.68M | Sell |
114,410
-4,451
| -4% | -$143K | ﹤0.01% | 1750 |
|
|
2016
Q1 | $3.87M | Buy |
118,861
+6,383
| +6% | +$208K | 0.01% | 1674 |
|
|
2015
Q4 | $3.64M | Buy |
112,478
+15,735
| +16% | +$509K | ﹤0.01% | 1724 |
|
|
2015
Q3 | $2.79M | Buy |
96,743
+703
| +0.7% | +$20.3K | ﹤0.01% | 1863 |
|
|
2015
Q2 | $2.63M | Sell |
96,040
-30,338
| -24% | -$830K | ﹤0.01% | 1941 |
|
|
2015
Q1 | $3.19M | Buy |
126,378
+3,177
| +3% | +$80.1K | ﹤0.01% | 1790 |
|
|
2014
Q4 | $3.16M | Buy |
123,201
+834
| +0.7% | +$21.4K | ﹤0.01% | 1748 |
|
|
2014
Q3 | $2.92M | Sell |
122,367
-14,292
| -10% | -$341K | ﹤0.01% | 1743 |
|
|
2014
Q2 | $3.36M | Sell |
136,659
-336
| -0.2% | -$8.25K | 0.01% | 1676 |
|
|
2014
Q1 | $3.26M | Sell |
136,995
-2,004
| -1% | -$47.7K | 0.01% | 1652 |
|
|
2013
Q4 | $3.59M | Buy |
138,999
+23,964
| +21% | +$619K | 0.01% | 1524 |
|
|
2013
Q3 | $2.35M | Buy |
115,035
+2,859
| +3% | +$58.4K | ﹤0.01% | 1745 |
|
|
2013
Q2 | $2M | Buy |
+112,176
| New | +$2M | ﹤0.01% | 1756 |
|