Equitable Holdings’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
$550K Buy
2025
Q2
$560K Sell
2025
Q1
$592K Buy
2024
Q4
$605K Buy
2024
Q3
$579K Buy
2024
Q2
$533K Buy
2024
Q1
$510K Buy
2023
Q4
$518K Buy
2023
Q3
$380K Buy
2023
Q2
$337K Buy
2023
Q1
$334K Buy