Federated Hermes’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,660
| Closed | -$1.89M | – | 2276 |
|
|
2022
Q4 | $1.89M | Sell |
41,660
-12,998
| -24% | -$589K | 0.01% | 927 |
|
|
2022
Q3 | $2.54M | Sell |
54,658
-2
| -0% | -$93 | 0.01% | 855 |
|
|
2022
Q2 | $2.19M | Buy |
54,660
+2
| +0% | +$80 | 0.01% | 904 |
|
|
2022
Q1 | $2.55M | Buy |
54,658
+13,463
| +33% | +$628K | 0.01% | 970 |
|
|
2021
Q4 | $2.06M | Sell |
41,195
-9,257
| -18% | -$464K | ﹤0.01% | 1049 |
|
|
2021
Q3 | $2.59M | Sell |
50,452
-9
| -0% | -$462 | ﹤0.01% | 978 |
|
|
2021
Q2 | $2.35M | Buy |
50,461
+13,215
| +35% | +$616K | ﹤0.01% | 1039 |
|
|
2021
Q1 | $1.86M | Sell |
37,246
-1,417
| -4% | -$70.6K | ﹤0.01% | 1134 |
|
|
2020
Q4 | $1.74M | Buy |
38,663
+9,101
| +31% | +$408K | ﹤0.01% | 1114 |
|
|
2020
Q3 | $797K | Sell |
29,562
-12,298
| -29% | -$332K | ﹤0.01% | 1331 |
|
|
2020
Q2 | $1.2M | Sell |
41,860
-13,466
| -24% | -$386K | ﹤0.01% | 1184 |
|
|
2020
Q1 | $1.38M | Sell |
55,326
-88,997
| -62% | -$2.22M | ﹤0.01% | 1010 |
|
|
2019
Q4 | $6.35M | Sell |
144,323
-10,428
| -7% | -$459K | 0.01% | 709 |
|
|
2019
Q3 | $6.83M | Sell |
154,751
-1,994
| -1% | -$87.9K | 0.02% | 680 |
|
|
2019
Q2 | $6.47M | Sell |
156,745
-27,209
| -15% | -$1.12M | 0.02% | 708 |
|
|
2019
Q1 | $7.1M | Buy |
183,954
+109,456
| +147% | +$4.23M | 0.02% | 680 |
|
|
2018
Q4 | $2.82M | Sell |
74,498
-5,050
| -6% | -$191K | 0.01% | 914 |
|
|
2018
Q3 | $3.75M | Sell |
79,548
-21
| -0% | -$990 | 0.01% | 886 |
|
|
2018
Q2 | $4.24M | Sell |
79,569
-127,017
| -61% | -$6.77M | 0.01% | 730 |
|
|
2018
Q1 | $9.9M | Sell |
206,586
-84,504
| -29% | -$4.05M | 0.03% | 426 |
|
|
2017
Q4 | $13.9M | Sell |
291,090
-191,308
| -40% | -$9.15M | 0.04% | 352 |
|
|
2017
Q3 | $23.5M | Sell |
482,398
-40,230
| -8% | -$1.96M | 0.07% | 233 |
|
|
2017
Q2 | $23.7M | Buy |
522,628
+19,243
| +4% | +$873K | 0.07% | 245 |
|
|
2017
Q1 | $23.1M | Buy |
503,385
+69,612
| +16% | +$3.2M | 0.07% | 253 |
|
|
2016
Q4 | $20.1M | Sell |
433,773
-52,384
| -11% | -$2.43M | 0.06% | 268 |
|
|
2016
Q3 | $17.7M | Sell |
486,157
-83,710
| -15% | -$3.05M | 0.05% | 287 |
|
|
2016
Q2 | $18.3M | Sell |
569,867
-99,887
| -15% | -$3.22M | 0.05% | 285 |
|
|
2016
Q1 | $21.8M | Sell |
669,754
-21,473
| -3% | -$698K | 0.07% | 253 |
|
|
2015
Q4 | $22.4M | Sell |
691,227
-158,535
| -19% | -$5.13M | 0.07% | 259 |
|
|
2015
Q3 | $24.5M | Sell |
849,762
-25,637
| -3% | -$739K | 0.08% | 248 |
|
|
2015
Q2 | $23.9M | Buy |
875,399
+35,849
| +4% | +$980K | 0.07% | 284 |
|
|
2015
Q1 | $21.2M | Buy |
839,550
+12,651
| +2% | +$319K | 0.06% | 286 |
|
|
2014
Q4 | $21.2M | Sell |
826,899
-15,738
| -2% | -$403K | 0.07% | 279 |
|
|
2014
Q3 | $20.1M | Sell |
842,637
-14,730
| -2% | -$352K | 0.06% | 289 |
|
|
2014
Q2 | $21.1M | Buy |
857,367
+208,092
| +32% | +$5.11M | 0.07% | 292 |
|
|
2014
Q1 | $15.5M | Buy |
649,275
+150,516
| +30% | +$3.58M | 0.05% | 341 |
|
|
2013
Q4 | $12.9M | Buy |
498,759
+465,087
| +1,381% | +$12M | 0.04% | 379 |
|
|
2013
Q3 | $676K | Sell |
33,672
-3,246
| -9% | -$65.2K | ﹤0.01% | 1229 |
|
|
2013
Q2 | $645K | Buy |
+36,918
| New | +$645K | ﹤0.01% | 1216 |
|