Equitable Holdings’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 | $560K | Sell |
10,174
-1,232
| -11% | -$67.8K | ﹤0.01% | 968 |
|
|
2025
Q1 | $592K | Buy |
11,406
+22
| +0.2% | +$1.14K | 0.01% | 866 |
|
|
2024
Q4 | $605K | Buy |
11,384
+22
| +0.2% | +$1.17K | 0.01% | 822 |
|
|
2024
Q3 | $579K | Buy |
11,362
+25
| +0.2% | +$1.28K | 0.01% | 821 |
|
|
2024
Q2 | $533K | Buy |
11,337
+28
| +0.2% | +$1.32K | 0.01% | 815 |
|
|
2024
Q1 | $510K | Buy |
11,309
+31
| +0.3% | +$1.4K | 0.01% | 794 |
|
|
2023
Q4 | $518K | Buy |
11,278
+864
| +8% | +$39.7K | 0.01% | 769 |
|
|
2023
Q3 | $380K | Buy |
10,414
+1,491
| +17% | +$54.4K | 0.01% | 810 |
|
|
2023
Q2 | $337K | Buy |
8,923
+37
| +0.4% | +$1.4K | ﹤0.01% | 815 |
|
|
2023
Q1 | $334K | Buy |
+8,886
| New | +$334K | 0.01% | 767 |
|