Envestnet Asset Management’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 | $6.81M | Sell |
|
|||||
|
2025
Q2 | $7.18M | Sell |
|
|||||
|
2025
Q1 | $9.39M | Buy |
|
|||||
|
2024
Q4 | $9.51M | Buy |
|
|||||
|
2024
Q3 | $9.09M | Buy |
|
|||||
|
2024
Q2 | $8.24M | Sell |
|
|||||
|
2024
Q1 | $7.93M | Buy |
|
|||||
|
2023
Q4 | $8.01M | Sell |
|
|||||
|
2023
Q3 | $6.42M | Buy |
|
|||||
|
2023
Q2 | $3.48M | Buy |
|
|||||
|
2023
Q1 | $3.39M | Buy |
|
|||||
|
2022
Q4 | $3.89M | Buy |
|
|||||
|
2022
Q3 | $3.86M | Buy |
|
|||||
|
2022
Q2 | $3.1M | Sell |
|
|||||
|
2022
Q1 | $3.69M | Buy |
|
|||||
|
2021
Q4 | $265K | Buy |
|
|||||
|
2021
Q3 | $234K | Sell |
|
|||||
|
2021
Q2 | $219K | Sell |
|
|||||
|
2021
Q1 | $411K | Buy |
|