Crawford Investment Counsel’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
$6.2M Sell
112,706
-806
-0.7% -$44.3K 0.11% 135
2025
Q1
$5.89M Sell
113,512
-500
-0.4% -$25.9K 0.1% 143
2024
Q4
$6.06M Sell
114,012
-3,205
-3% -$170K 0.11% 142
2024
Q3
$5.98M Sell
117,217
-470
-0.4% -$24K 0.1% 141
2024
Q2
$5.53M Buy
117,687
+1,490
+1% +$70K 0.11% 132
2024
Q1
$5.25M Buy
116,197
+4,320
+4% +$195K 0.1% 131
2023
Q4
$5.14M Buy
111,877
+230
+0.2% +$10.6K 0.1% 130
2023
Q3
$4.08M Sell
111,647
-1,350
-1% -$49.3K 0.09% 131
2023
Q2
$4.26M Buy
112,997
+2,510
+2% +$94.7K 0.09% 133
2023
Q1
$4.16M Buy
110,487
+1,080
+1% +$40.6K 0.09% 136
2022
Q4
$4.96M Buy
109,407
+335
+0.3% +$15.2K 0.11% 118
2022
Q3
$5.07M Buy
109,072
+7,290
+7% +$339K 0.12% 119
2022
Q2
$4.08M Buy
101,782
+3,120
+3% +$125K 0.09% 130
2022
Q1
$4.6M Buy
+98,662
New +$4.6M 0.09% 136