Envestnet Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Sell |
130,600
-50,333
| -28% | -$2.77M | ﹤0.01% | 1962 |
|
|
2025
Q1 | $9.39M | Buy |
180,933
+1,971
| +1% | +$102K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $9.51M | Buy |
178,962
+648
| +0.4% | +$34.4K | ﹤0.01% | 1686 |
|
|
2024
Q3 | $9.09M | Buy |
178,314
+2,900
| +2% | +$148K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $8.24M | Sell |
175,414
-296
| -0.2% | -$13.9K | ﹤0.01% | 1682 |
|
|
2024
Q1 | $7.93M | Buy |
175,710
+1,246
| +0.7% | +$56.2K | ﹤0.01% | 1675 |
|
|
2023
Q4 | $8.01M | Sell |
174,464
-1,319
| -0.8% | -$60.6K | ﹤0.01% | 1576 |
|
|
2023
Q3 | $6.42M | Buy |
175,783
+83,627
| +91% | +$3.05M | ﹤0.01% | 1650 |
|
|
2023
Q2 | $3.48M | Buy |
92,156
+2,068
| +2% | +$78K | ﹤0.01% | 1927 |
|
|
2023
Q1 | $3.39M | Buy |
90,088
+4,301
| +5% | +$162K | ﹤0.01% | 1870 |
|
|
2022
Q4 | $3.89M | Buy |
85,787
+2,664
| +3% | +$121K | ﹤0.01% | 1739 |
|
|
2022
Q3 | $3.86M | Buy |
83,123
+5,882
| +8% | +$273K | ﹤0.01% | 1671 |
|
|
2022
Q2 | $3.1M | Sell |
77,241
-1,873
| -2% | -$75.1K | ﹤0.01% | 1820 |
|
|
2022
Q1 | $3.69M | Buy |
79,114
+73,824
| +1,396% | +$3.44M | ﹤0.01% | 1791 |
|
|
2021
Q4 | $265K | Buy |
5,290
+724
| +16% | +$36.3K | ﹤0.01% | 3485 |
|
|
2021
Q3 | $234K | Sell |
4,566
-130
| -3% | -$6.66K | ﹤0.01% | 3426 |
|
|
2021
Q2 | $219K | Sell |
4,696
-3,565
| -43% | -$166K | ﹤0.01% | 3447 |
|
|
2021
Q1 | $411K | Buy |
+8,261
| New | +$411K | ﹤0.01% | 2956 |
|