ClearBridge Investments’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 | $8.53M | Sell |
155,122
-31,221
| -17% | -$1.72M | 0.01% | 503 |
|
|
2025
Q1 | $9.67M | Sell |
186,343
-41,627
| -18% | -$2.16M | 0.01% | 493 |
|
|
2024
Q4 | $12.1M | Sell |
227,970
-2,202
| -1% | -$117K | 0.01% | 507 |
|
|
2024
Q3 | $11.7M | Buy |
+230,172
| New | +$11.7M | 0.01% | 516 |
|
|
2023
Q2 | – | Sell |
-151,741
| Closed | -$5.71M | – | 728 |
|
|
2023
Q1 | $5.71M | Sell |
151,741
-191,815
| -56% | -$7.21M | 0.01% | 545 |
|
|
2022
Q4 | $15.6M | Sell |
343,556
-2,044
| -0.6% | -$92.7K | 0.02% | 463 |
|
|
2022
Q3 | $16.1M | Sell |
345,600
-62,556
| -15% | -$2.91M | 0.02% | 451 |
|
|
2022
Q2 | $16.4M | Buy |
408,156
+23,449
| +6% | +$940K | 0.02% | 465 |
|
|
2022
Q1 | $17.9M | Buy |
+384,707
| New | +$17.9M | 0.01% | 483 |
|