Commonwealth Equity Services’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
9,111
-3,470
| -28% | -$191K | ﹤0.01% | 3133 |
|
|
2025
Q1 | $653K | Sell |
12,581
-222
| -2% | -$11.5K | ﹤0.01% | 2823 |
|
|
2024
Q4 | $680K | Sell |
12,803
-537
| -4% | -$28.5K | ﹤0.01% | 2723 |
|
|
2024
Q3 | $680K | Sell |
13,340
-1,631
| -11% | -$83.1K | ﹤0.01% | 2646 |
|
|
2024
Q2 | $704K | Sell |
14,971
-6,041
| -29% | -$284K | ﹤0.01% | 2549 |
|
|
2024
Q1 | $948K | Sell |
21,012
-459
| -2% | -$20.7K | ﹤0.01% | 2290 |
|
|
2023
Q4 | $986K | Buy |
21,471
+5,240
| +32% | +$241K | ﹤0.01% | 2191 |
|
|
2023
Q3 | $592K | Buy |
16,231
+42
| +0.3% | +$1.53K | ﹤0.01% | 2454 |
|
|
2023
Q2 | $611K | Sell |
16,189
-745
| -4% | -$28.1K | ﹤0.01% | 2455 |
|
|
2023
Q1 | $636 | Buy |
16,934
+1,031
| +6% | +$39 | ﹤0.01% | 2355 |
|
|
2022
Q4 | $721K | Sell |
15,903
-371
| -2% | -$16.8K | ﹤0.01% | 2175 |
|
|
2022
Q3 | $756K | Buy |
16,274
+29
| +0.2% | +$1.35K | ﹤0.01% | 2104 |
|
|
2022
Q2 | $651K | Sell |
16,245
-169
| -1% | -$6.77K | ﹤0.01% | 2226 |
|
|
2022
Q1 | $765K | Buy |
16,414
+934
| +6% | +$43.5K | ﹤0.01% | 2193 |
|
|
2021
Q4 | $775K | Sell |
15,480
-980
| -6% | -$49.1K | ﹤0.01% | 2177 |
|
|
2021
Q3 | $844K | Sell |
16,460
-1,850
| -10% | -$94.9K | ﹤0.01% | 2059 |
|
|
2021
Q2 | $853K | Buy |
18,310
+25
| +0.1% | +$1.17K | ﹤0.01% | 2042 |
|
|
2021
Q1 | $910K | Sell |
18,285
-2,974
| -14% | -$148K | ﹤0.01% | 1872 |
|
|
2020
Q4 | $954K | Sell |
21,259
-2,188
| -9% | -$98.2K | ﹤0.01% | 1681 |
|
|
2020
Q3 | $632K | Buy |
23,447
+8,308
| +55% | +$224K | ﹤0.01% | 1810 |
|
|
2020
Q2 | $434K | Buy |
15,139
+622
| +4% | +$17.8K | ﹤0.01% | 1990 |
|
|
2020
Q1 | $361K | Sell |
14,517
-26
| -0.2% | -$647 | ﹤0.01% | 1936 |
|
|
2019
Q4 | $639K | Buy |
14,543
+27
| +0.2% | +$1.19K | ﹤0.01% | 1720 |
|
|
2019
Q3 | $640K | Sell |
14,516
-1,080
| -7% | -$47.6K | ﹤0.01% | 1658 |
|
|
2019
Q2 | $644K | Buy |
15,596
+204
| +1% | +$8.42K | ﹤0.01% | 1628 |
|
|
2019
Q1 | $594K | Buy |
15,392
+136
| +0.9% | +$5.25K | ﹤0.01% | 1629 |
|
|
2018
Q4 | $578K | Buy |
+15,256
| New | +$578K | ﹤0.01% | 1542 |
|
|
2017
Q1 | – | Sell |
-26,241
| Closed | -$1.22M | – | 2481 |
|
|
2016
Q4 | $1.22M | Buy |
+26,241
| New | +$1.22M | 0.01% | 937 |
|