Creative Planning’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.63K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Hold |
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|
2018
Q2 | $230K | Hold |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $34K | Sell |
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|
2017
Q1 | $41K | Buy |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $27K | Hold |
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|
2016
Q2 | $24K | Hold |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $24K | Hold |
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|
2015
Q3 | $22K | Buy |
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