Diversified Trust’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 | $744K | Buy |
13,520
+750
| +6% | +$41.3K | 0.02% | 467 |
|
|
2025
Q1 | $662K | Sell |
12,770
-38
| -0.3% | -$1.97K | 0.02% | 479 |
|
|
2024
Q4 | $680K | Buy |
12,808
+1
| +0% | +$53 | 0.02% | 495 |
|
|
2024
Q3 | $653K | Buy |
12,807
+1,425
| +13% | +$72.7K | 0.02% | 514 |
|
|
2024
Q2 | $535K | Buy |
11,382
+225
| +2% | +$10.6K | 0.02% | 521 |
|
|
2024
Q1 | $504K | Buy |
11,157
+3,280
| +42% | +$148K | 0.02% | 510 |
|
|
2023
Q4 | $362K | Hold |
7,877
| – | – | 0.01% | 598 |
|
|
2023
Q3 | $288K | Buy |
7,877
+345
| +5% | +$12.6K | 0.01% | 634 |
|
|
2023
Q2 | $284K | Sell |
7,532
-142
| -2% | -$5.36K | 0.01% | 654 |
|
|
2023
Q1 | $289K | Hold |
7,674
| – | – | 0.01% | 636 |
|
|
2022
Q4 | $348K | Buy |
7,674
+1,700
| +28% | +$77.1K | 0.01% | 533 |
|
|
2022
Q3 | $278K | Hold |
5,974
| – | – | 0.01% | 571 |
|
|
2022
Q2 | $239K | Hold |
5,974
| – | – | 0.01% | 634 |
|
|
2022
Q1 | $279K | Buy |
+5,974
| New | +$279K | 0.01% | 647 |
|