Credit Suisse’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.57M | Buy |
101,173
+6,538
| +7% | +$295K | ﹤0.01% | 1337 |
|
|
2023
Q4 | $4.35M | Sell |
94,635
-26,466
| -22% | -$1.22M | ﹤0.01% | 1410 |
|
|
2023
Q3 | $4.42M | Sell |
121,101
-1,342
| -1% | -$49K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $4.62M | Buy |
122,443
+47,206
| +63% | +$1.78M | ﹤0.01% | 1378 |
|
|
2023
Q1 | $2.83M | Buy |
75,237
+1,922
| +3% | +$72.3K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $3.32M | Buy |
73,315
+15,105
| +26% | +$685K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $2.71M | Buy |
58,210
+3,409
| +6% | +$158K | ﹤0.01% | 1635 |
|
|
2022
Q2 | $2.2M | Sell |
54,801
-9,610
| -15% | -$385K | ﹤0.01% | 1835 |
|
|
2022
Q1 | $3M | Buy |
64,411
+16,721
| +35% | +$780K | ﹤0.01% | 1790 |
|
|
2021
Q4 | $2.39M | Buy |
47,690
+4,482
| +10% | +$225K | ﹤0.01% | 2041 |
|
|
2021
Q3 | $2.22M | Sell |
43,208
-4,180
| -9% | -$215K | ﹤0.01% | 2084 |
|
|
2021
Q2 | $2.21M | Sell |
47,388
-6,540
| -12% | -$305K | ﹤0.01% | 2124 |
|
|
2021
Q1 | $2.68M | Sell |
53,928
-9,710
| -15% | -$483K | ﹤0.01% | 1956 |
|
|
2020
Q4 | $2.86M | Buy |
63,638
+9,822
| +18% | +$441K | ﹤0.01% | 1909 |
|
|
2020
Q3 | $1.45M | Sell |
53,816
-389
| -0.7% | -$10.5K | ﹤0.01% | 2023 |
|
|
2020
Q2 | $1.56M | Buy |
54,205
+6,624
| +14% | +$190K | ﹤0.01% | 2032 |
|
|
2020
Q1 | $1.19M | Sell |
47,581
-21,418
| -31% | -$533K | ﹤0.01% | 1997 |
|
|
2019
Q4 | $3.04M | Buy |
68,999
+19,462
| +39% | +$856K | ﹤0.01% | 1751 |
|
|
2019
Q3 | $2.18M | Buy |
49,537
+5,437
| +12% | +$240K | ﹤0.01% | 1867 |
|
|
2019
Q2 | $1.82M | Sell |
44,100
-7,701
| -15% | -$318K | ﹤0.01% | 1992 |
|
|
2019
Q1 | $2M | Buy |
51,801
+15,539
| +43% | +$600K | ﹤0.01% | 1891 |
|
|
2018
Q4 | $1.38M | Buy |
36,262
+2,624
| +8% | +$99.6K | ﹤0.01% | 2068 |
|
|
2018
Q3 | $1.59M | Sell |
33,638
-5,448
| -14% | -$257K | ﹤0.01% | 2111 |
|
|
2018
Q2 | $2.08M | Sell |
39,086
-4,925
| -11% | -$262K | ﹤0.01% | 2034 |
|
|
2018
Q1 | $2.11M | Buy |
44,011
+5,770
| +15% | +$276K | ﹤0.01% | 2020 |
|
|
2017
Q4 | $1.83M | Sell |
38,241
-20,199
| -35% | -$967K | ﹤0.01% | 2077 |
|
|
2017
Q3 | $2.85M | Buy |
58,440
+21,385
| +58% | +$1.04M | ﹤0.01% | 1858 |
|
|
2017
Q2 | $1.68M | Buy |
37,055
+56
| +0.2% | +$2.54K | ﹤0.01% | 2004 |
|
|
2017
Q1 | $1.7M | Sell |
36,999
-15,274
| -29% | -$702K | ﹤0.01% | 2145 |
|
|
2016
Q4 | $2.42M | Sell |
52,273
-13,759
| -21% | -$638K | ﹤0.01% | 2002 |
|
|
2016
Q3 | $2.41M | Sell |
66,032
-8,693
| -12% | -$317K | ﹤0.01% | 1968 |
|
|
2016
Q2 | $2.41M | Buy |
74,725
+5,630
| +8% | +$181K | ﹤0.01% | 1957 |
|
|
2016
Q1 | $2.25M | Buy |
69,095
+20,170
| +41% | +$656K | ﹤0.01% | 1887 |
|
|
2015
Q4 | $1.58M | Buy |
48,925
+11,168
| +30% | +$361K | ﹤0.01% | 2257 |
|
|
2015
Q3 | $1.09M | Sell |
37,757
-1,502
| -4% | -$43.3K | ﹤0.01% | 2568 |
|
|
2015
Q2 | $1.07M | Buy |
39,259
+1,219
| +3% | +$33.3K | ﹤0.01% | 2867 |
|
|
2015
Q1 | $960K | Sell |
38,040
-14,433
| -28% | -$364K | ﹤0.01% | 2757 |
|
|
2014
Q4 | $1.35M | Buy |
52,473
+14,916
| +40% | +$382K | ﹤0.01% | 2558 |
|
|
2014
Q3 | $896K | Sell |
37,557
-27,828
| -43% | -$664K | ﹤0.01% | 2785 |
|
|
2014
Q2 | $1.61M | Buy |
65,385
+8,274
| +14% | +$203K | ﹤0.01% | 2528 |
|
|
2014
Q1 | $1.36M | Sell |
57,111
-12,006
| -17% | -$286K | ﹤0.01% | 2521 |
|
|
2013
Q4 | $1.79M | Buy |
69,117
+39,387
| +132% | +$1.02M | ﹤0.01% | 2403 |
|
|
2013
Q3 | $597K | Buy |
29,730
+11,355
| +62% | +$228K | ﹤0.01% | 2975 |
|
|
2013
Q2 | $321K | Buy |
+18,375
| New | +$321K | ﹤0.01% | 3196 |
|