Diversified Trust’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 | $729K | Hold |
|
|||||
|
2025
Q2 | $744K | Buy |
|
|||||
|
2025
Q1 | $662K | Sell |
|
|||||
|
2024
Q4 | $680K | Buy |
|
|||||
|
2024
Q3 | $653K | Buy |
|
|||||
|
2024
Q2 | $535K | Buy |
|
|||||
|
2024
Q1 | $504K | Buy |
|
|||||
|
2023
Q4 | $362K | Hold |
|
|||||
|
2023
Q3 | $288K | Buy |
|
|||||
|
2023
Q2 | $284K | Sell |
|
|||||
|
2023
Q1 | $289K | Hold |
|
|||||
|
2022
Q4 | $348K | Buy |
|
|||||
|
2022
Q3 | $278K | Hold |
|
|||||
|
2022
Q2 | $239K | Hold |
|
|||||
|
2022
Q1 | $279K | Buy |
|