Charles Schwab’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.8M | Buy |
699,183
+2,632
| +0.4% | +$166K | 0.01% | 1226 |
|
|
2025
Q4 | $38.5M | Sell |
696,551
-10,892
| -2% | -$596K | 0.01% | 1324 |
|
|
2025
Q3 | $38.2M | Sell |
707,443
-4,248
| -0.6% | -$240K | 0.01% | 1322 |
|
|
2025
Q2 | $39.1M | Sell |
711,691
-36,394
| -5% | -$1.89M | 0.01% | 1254 |
|
|
2025
Q1 | $38.8M | Buy |
748,085
+7,501
| +1% | +$404K | 0.01% | 1239 |
|
|
2024
Q4 | $39.3M | Buy |
740,584
+19,650
| +3% | +$1.07M | 0.01% | 1299 |
|
|
2024
Q3 | $36.8M | Sell |
720,934
-1,158
| -0.2% | -$60K | 0.01% | 1324 |
|
|
2024
Q2 | $33.9M | Buy |
722,092
+45,682
| +7% | +$2.02M | 0.01% | 1327 |
|
|
2024
Q1 | $30.5M | Buy |
676,410
+34,515
| +5% | +$1.5M | 0.01% | 1353 |
|
|
2023
Q4 | $29.5M | Buy |
641,895
+28,573
| +5% | +$1.12M | 0.01% | 1347 |
|
|
2023
Q3 | $22.4M | Buy |
613,322
+27,106
| +5% | +$1.08M | 0.01% | 1438 |
|
|
2023
Q2 | $22.1M | Buy |
586,216
+16,050
| +3% | +$571K | 0.01% | 1421 |
|
|
2023
Q1 | $21.4M | Buy |
570,166
+5,235
| +0.9% | +$240K | 0.01% | 1421 |
|
|
2022
Q4 | $25.6M | Buy |
564,931
+2,672
| +0.5% | +$126K | 0.01% | 1258 |
|
|
2022
Q3 | $26.1M | Buy |
562,259
+10,868
| +2% | +$508K | 0.01% | 1188 |
|
|
2022
Q2 | $22.1M | Buy |
551,391
+6,602
| +1% | +$272K | 0.01% | 1334 |
|
|
2022
Q1 | $25.4M | Buy |
544,789
+144,903
| +36% | +$7.51M | 0.01% | 1348 |
|
|
2021
Q4 | $20M | Buy |
399,886
+10,928
| +3% | +$572K | 0.01% | 1576 |
|
|
2021
Q3 | $20M | Buy |
388,958
+5,683
| +1% | +$256K | 0.01% | 1589 |
|
|
2021
Q2 | $17.9M | Sell |
383,275
-12,074
| -3% | -$615K | 0.01% | 1667 |
|
|
2021
Q1 | $19.7M | Sell |
395,349
-20,989
| -5% | -$1.01M | 0.01% | 1543 |
|
|
2020
Q4 | $18.7M | Sell |
416,338
-6,065
| -1% | -$222K | 0.01% | 1456 |
|
|
2020
Q3 | $11.4M | Buy |
422,403
+31,396
| +8% | +$886K | 0.01% | 1602 |
|
|
2020
Q2 | $11.2M | Buy |
391,007
+52,869
| +16% | +$1.4M | 0.01% | 1577 |
|
|
2020
Q1 | $8.43M | Buy |
338,138
+20,249
| +6% | +$732K | 0.01% | 1550 |
|
|
2019
Q4 | $14M | Sell |
317,889
-1,136
| -0.4% | -$49.6K | 0.01% | 1458 |
|
|
2019
Q3 | $14.1M | Buy |
319,025
+8,401
| +3% | +$353K | 0.01% | 1377 |
|
|
2019
Q2 | $12.8M | Buy |
310,624
+9,186
| +3% | +$381K | 0.01% | 1432 |
|
|
2019
Q1 | $11.6M | Buy |
301,438
+134,669
| +81% | +$5.6M | 0.01% | 1491 |
|
|
2018
Q4 | $6.32M | Sell |
166,769
-3,078
| -2% | -$130K | ﹤0.01% | 1761 |
|
|
2018
Q3 | $8.01M | Buy |
169,847
+8,090
| +5% | +$416K | 0.01% | 1782 |
|
|
2018
Q2 | $8.62M | Buy |
161,757
+9,106
| +6% | +$472K | 0.01% | 1698 |
|
|
2018
Q1 | $7.31M | Buy |
152,651
+5,648
| +4% | +$279K | 0.01% | 1718 |
|
|
2017
Q4 | $7.04M | Buy |
147,003
+9,593
| +7% | +$473K | 0.01% | 1723 |
|
|
2017
Q3 | $6.7M | Buy |
137,410
+13,099
| +11% | +$591K | 0.01% | 1720 |
|
|
2017
Q2 | $5.64M | Buy |
124,311
+5,287
| +4% | +$242K | 0.01% | 1747 |
|
|
2017
Q1 | $5.47M | Buy |
119,024
+6,309
| +6% | +$287K | 0.01% | 1712 |
|
|
2016
Q4 | $5.22M | Buy |
112,715
+5,785
| +5% | +$233K | 0.01% | 1716 |
|
|
2016
Q3 | $3.9M | Sell |
106,930
-7,480
| -7% | -$270K | ﹤0.01% | 1810 |
|
|
2016
Q2 | $3.68M | Sell |
114,410
-4,451
| -4% | -$151K | ﹤0.01% | 1751 |
|
|
2016
Q1 | $3.87M | Buy |
118,861
+6,383
| +6% | +$193K | 0.01% | 1675 |
|
|
2015
Q4 | $3.64M | Buy |
112,478
+15,735
| +16% | +$503K | ﹤0.01% | 1725 |
|
|
2015
Q3 | $2.79M | Buy |
96,743
+703
| +0.7% | +$19.8K | ﹤0.01% | 1864 |
|
|
2015
Q2 | $2.63M | Sell |
96,040
-30,338
| -24% | -$771K | ﹤0.01% | 1942 |
|
|
2015
Q1 | $3.19M | Buy |
126,378
+3,177
| +3% | +$81K | ﹤0.01% | 1791 |
|
|
2014
Q4 | $3.16M | Buy |
123,201
+834
| +0.7% | +$21.1K | ﹤0.01% | 1749 |
|
|
2014
Q3 | $2.92M | Sell |
122,367
-14,292
| -10% | -$346K | ﹤0.01% | 1744 |
|
|
2014
Q2 | $3.36M | Sell |
136,659
-336
| -0.2% | -$7.8K | 0.01% | 1677 |
|
|
2014
Q1 | $3.26M | Sell |
136,995
-2,004
| -1% | -$48.2K | 0.01% | 1653 |
|
|
2013
Q4 | $3.59M | Buy |
138,999
+23,964
| +21% | +$560K | 0.01% | 1524 |
|
|
2013
Q3 | $2.35M | Buy |
115,035
+2,859
| +3% | +$57.2K | ﹤0.01% | 1746 |
|
|
2013
Q2 | $2M | Buy |
+112,176
| New | +$1.86M | ﹤0.01% | 1757 |
|
Other funds holding WSFS
VPM
VCM
NAMI
