Fidelity Investments’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 | $402K | Buy |
|
|||||
|
2025
Q2 | $302K | Buy |
|
|||||
|
2025
Q1 | $252K | Buy |
|
|||||
|
2024
Q4 | $241K | Buy |
|
|||||
|
2024
Q3 | $218K | Buy |
|
|||||
|
2024
Q2 | $190K | Buy |
|
|||||
|
2024
Q1 | $151K | Buy |
|
|||||
|
2023
Q4 | $144K | Buy |
|
|||||
|
2023
Q3 | $98.9K | Buy |
|
|||||
|
2023
Q2 | $94.9K | Sell |
|
|||||
|
2023
Q1 | $346K | Sell |
|
|||||
|
2022
Q4 | $528K | Buy |
|
|||||
|
2022
Q3 | $395K | Sell |
|
|||||
|
2022
Q2 | $388K | Sell |
|
|||||
|
2022
Q1 | $488K | Sell |
|
|||||
|
2021
Q4 | $538K | Sell |
|
|||||
|
2021
Q3 | $32.9M | Buy |
|
|||||
|
2021
Q2 | $29.7M | Buy |
|
|||||
|
2021
Q1 | $28.8M | Sell |
|
|||||
|
2020
Q4 | $31.3M | Sell |
|
|||||
|
2020
Q3 | $21.6M | Buy |
|
|||||
|
2020
Q2 | $22.7M | Sell |
|
|||||
|
2020
Q1 | $44.6M | Sell |
|
|||||
|
2019
Q4 | $122M | Buy |
|
|||||
|
2019
Q3 | $119M | Sell |
|
|||||
|
2019
Q2 | $113M | Buy |
|
|||||
|
2019
Q1 | $96.4M | Buy |
|
|||||
|
2018
Q4 | $49.2M | Buy |
|
|||||
|
2018
Q3 | $57.5M | Buy |
|
|||||
|
2018
Q2 | $59.4M | Sell |
|
|||||
|
2018
Q1 | $61.8M | Sell |
|
|||||
|
2017
Q4 | $63M | Sell |
|
|||||
|
2017
Q3 | $64.5M | Buy |
|
|||||
|
2017
Q2 | $55.9M | Sell |
|
|||||
|
2017
Q1 | $92.3M | Sell |
|
|||||
|
2016
Q4 | $102M | Sell |
|
|||||
|
2016
Q3 | $92.3M | Sell |
|
|||||
|
2016
Q2 | $84.1M | Buy |
|
|||||
|
2016
Q1 | $84.2M | Buy |
|
|||||
|
2015
Q4 | $80.1M | Sell |
|
|||||
|
2015
Q3 | $72.2M | Sell |
|
|||||
|
2015
Q2 | $69.3M | Buy |
|
|||||
|
2015
Q1 | $63.9M | Buy |
|
|||||
|
2014
Q4 | $62.5M | Buy |
|
|||||
|
2014
Q3 | $57.4M | Sell |
|
|||||
|
2014
Q2 | $63.8M | Buy |
|
|||||
|
2014
Q1 | $61.9M | Hold |
|
|||||
|
2013
Q4 | $67.1M | Buy |
|
|||||
|
2013
Q3 | $24.9M | Sell |
|
|||||
|
2013
Q2 | $24.2M | Buy |
|