Farmers & Merchants Investments Inc’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 | $2.09K | Hold |
38
| – | – | ﹤0.01% | 1209 |
|
|
2025
Q1 | $1.97K | Sell |
38
-5
| -12% | -$259 | ﹤0.01% | 1224 |
|
|
2024
Q4 | $2.29K | Hold |
43
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q3 | $2.19K | Hold |
43
| – | – | ﹤0.01% | 1132 |
|
|
2024
Q2 | $2.02K | Hold |
43
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q1 | $1.94K | Hold |
43
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q4 | $1.98K | Sell |
43
-5
| -10% | -$230 | ﹤0.01% | 1113 |
|
|
2023
Q3 | $1.75K | Hold |
48
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q2 | $1.81K | Hold |
48
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q1 | $1.81K | Hold |
48
| – | – | ﹤0.01% | 1099 |
|
|
2022
Q4 | $2.18K | Buy |
48
+5
| +12% | +$227 | ﹤0.01% | 1031 |
|
|
2022
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1102 |
|