CAM
Congress Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32,810
| Closed | -$1.49M | – | 392 |
|
|
2022
Q4 | $1.49M | Buy |
32,810
+405
| +1% | +$18.4K | 0.01% | 297 |
|
|
2022
Q3 | $1.51M | Buy |
32,405
+396
| +1% | +$18.4K | 0.02% | 287 |
|
|
2022
Q2 | $1.28M | Buy |
32,009
+139
| +0.4% | +$5.57K | 0.01% | 306 |
|
|
2022
Q1 | $1.49M | Buy |
31,870
+2,363
| +8% | +$110K | 0.01% | 303 |
|
|
2021
Q4 | $1.48M | Buy |
29,507
+8
| +0% | +$401 | 0.01% | 305 |
|
|
2021
Q3 | $1.51M | Buy |
29,499
+104
| +0.4% | +$5.34K | 0.01% | 288 |
|
|
2021
Q2 | $1.37M | Buy |
29,395
+4,481
| +18% | +$209K | 0.01% | 293 |
|
|
2021
Q1 | $1.24M | Buy |
24,914
+3,065
| +14% | +$153K | 0.01% | 287 |
|
|
2020
Q4 | $981K | Sell |
21,849
-315
| -1% | -$14.1K | 0.01% | 283 |
|
|
2020
Q3 | $598K | Hold |
22,164
| – | – | 0.01% | 282 |
|
|
2020
Q2 | $636K | Buy |
22,164
+405
| +2% | +$11.6K | 0.01% | 277 |
|
|
2020
Q1 | $542K | Hold |
21,759
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $957K | Sell |
21,759
-17,100
| -44% | -$752K | 0.01% | 283 |
|
|
2019
Q3 | $1.71M | Hold |
38,859
| – | – | 0.02% | 265 |
|
|
2019
Q2 | $1.61M | Hold |
38,859
| – | – | 0.02% | 278 |
|
|
2019
Q1 | $1.5M | Sell |
38,859
-664
| -2% | -$25.6K | 0.02% | 279 |
|
|
2018
Q4 | $1.5M | Buy |
39,523
+1,385
| +4% | +$52.5K | 0.02% | 288 |
|
|
2018
Q3 | $1.8M | Buy |
38,138
+3,455
| +10% | +$163K | 0.02% | 282 |
|
|
2018
Q2 | $1.85M | Sell |
34,683
-615
| -2% | -$32.8K | 0.03% | 273 |
|
|
2018
Q1 | $1.69M | Buy |
35,298
+657
| +2% | +$31.5K | 0.02% | 284 |
|
|
2017
Q4 | $1.66M | Sell |
34,641
-610
| -2% | -$29.2K | 0.02% | 273 |
|
|
2017
Q3 | $1.72M | Buy |
+35,251
| New | +$1.72M | 0.03% | 270 |
|