Cooke & Bieler’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 | $49.2M | Buy |
893,736
+1,450
| +0.2% | +$79.8K | 0.49% | 71 |
|
|
2025
Q1 | $46.3M | Buy |
892,286
+109,519
| +14% | +$5.68M | 0.46% | 71 |
|
|
2024
Q4 | $41.6M | Buy |
782,767
+11,414
| +1% | +$606K | 0.4% | 79 |
|
|
2024
Q3 | $39.3M | Sell |
771,353
-188,171
| -20% | -$9.59M | 0.36% | 78 |
|
|
2024
Q2 | $45.1M | Sell |
959,524
-35,325
| -4% | -$1.66M | 0.43% | 76 |
|
|
2024
Q1 | $44.9M | Sell |
994,849
-29,060
| -3% | -$1.31M | 0.42% | 76 |
|
|
2023
Q4 | $47M | Sell |
1,023,909
-19,670
| -2% | -$903K | 0.41% | 79 |
|
|
2023
Q3 | $38.1M | Buy |
1,043,579
+590
| +0.1% | +$21.5K | 0.37% | 78 |
|
|
2023
Q2 | $39.3M | Sell |
1,042,989
-5,820
| -0.6% | -$220K | 0.37% | 77 |
|
|
2023
Q1 | $39.4M | Sell |
1,048,809
-47,140
| -4% | -$1.77M | 0.38% | 75 |
|
|
2022
Q4 | $49.7M | Sell |
1,095,949
-137,902
| -11% | -$6.25M | 0.49% | 73 |
|
|
2022
Q3 | $57.3M | Sell |
1,233,851
-30,645
| -2% | -$1.42M | 0.62% | 63 |
|
|
2022
Q2 | $50.7M | Sell |
1,264,496
-11,090
| -0.9% | -$445K | 0.49% | 71 |
|
|
2022
Q1 | $59.5M | Sell |
1,275,586
-29,960
| -2% | -$1.4M | 0.52% | 68 |
|
|
2021
Q4 | $65.4M | Sell |
1,305,546
-16,620
| -1% | -$833K | 0.56% | 67 |
|
|
2021
Q3 | $67.8M | Sell |
1,322,166
-20,870
| -2% | -$1.07M | 0.61% | 67 |
|
|
2021
Q2 | $62.6M | Buy |
1,343,036
+761,251
| +131% | +$35.5M | 0.58% | 70 |
|
|
2021
Q1 | $29M | Buy |
+581,785
| New | +$29M | 0.28% | 87 |
|