Fidelity Investments’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 | $302K | Buy |
5,497
+633
| +13% | +$34.8K | ﹤0.01% | 3160 |
|
|
2025
Q1 | $252K | Buy |
4,864
+326
| +7% | +$16.9K | ﹤0.01% | 3156 |
|
|
2024
Q4 | $241K | Buy |
4,538
+255
| +6% | +$13.5K | ﹤0.01% | 3195 |
|
|
2024
Q3 | $218K | Buy |
4,283
+239
| +6% | +$12.2K | ﹤0.01% | 3162 |
|
|
2024
Q2 | $190K | Buy |
4,044
+696
| +21% | +$32.7K | ﹤0.01% | 3042 |
|
|
2024
Q1 | $151K | Buy |
3,348
+223
| +7% | +$10.1K | ﹤0.01% | 3123 |
|
|
2023
Q4 | $144K | Buy |
3,125
+415
| +15% | +$19.1K | ﹤0.01% | 3069 |
|
|
2023
Q3 | $98.9K | Buy |
2,710
+193
| +8% | +$7.05K | ﹤0.01% | 3098 |
|
|
2023
Q2 | $94.9K | Sell |
2,517
-6,673
| -73% | -$252K | ﹤0.01% | 3183 |
|
|
2023
Q1 | $346K | Sell |
9,190
-2,451
| -21% | -$92.2K | ﹤0.01% | 2815 |
|
|
2022
Q4 | $528K | Buy |
11,641
+3,147
| +37% | +$143K | ﹤0.01% | 2703 |
|
|
2022
Q3 | $395K | Sell |
8,494
-1,209
| -12% | -$56.2K | ﹤0.01% | 2852 |
|
|
2022
Q2 | $388K | Sell |
9,703
-756
| -7% | -$30.2K | ﹤0.01% | 2925 |
|
|
2022
Q1 | $488K | Sell |
10,459
-279
| -3% | -$13K | ﹤0.01% | 2995 |
|
|
2021
Q4 | $538K | Sell |
10,738
-630,110
| -98% | -$31.6M | ﹤0.01% | 2780 |
|
|
2021
Q3 | $32.9M | Buy |
640,848
+4,199
| +0.7% | +$215K | ﹤0.01% | 1605 |
|
|
2021
Q2 | $29.7M | Buy |
636,649
+59,016
| +10% | +$2.75M | ﹤0.01% | 1675 |
|
|
2021
Q1 | $28.8M | Sell |
577,633
-120,838
| -17% | -$6.02M | ﹤0.01% | 1634 |
|
|
2020
Q4 | $31.3M | Sell |
698,471
-102,948
| -13% | -$4.62M | ﹤0.01% | 1516 |
|
|
2020
Q3 | $21.6M | Buy |
801,419
+9,803
| +1% | +$264K | ﹤0.01% | 1529 |
|
|
2020
Q2 | $22.7M | Sell |
791,616
-996,242
| -56% | -$28.6M | ﹤0.01% | 1491 |
|
|
2020
Q1 | $44.6M | Sell |
1,787,858
-985,744
| -36% | -$24.6M | 0.01% | 1075 |
|
|
2019
Q4 | $122M | Buy |
2,773,602
+86,454
| +3% | +$3.8M | 0.01% | 842 |
|
|
2019
Q3 | $119M | Sell |
2,687,148
-51,059
| -2% | -$2.25M | 0.01% | 818 |
|
|
2019
Q2 | $113M | Buy |
2,738,207
+240,844
| +10% | +$9.95M | 0.01% | 869 |
|
|
2019
Q1 | $96.4M | Buy |
2,497,363
+1,200,476
| +93% | +$46.3M | 0.01% | 921 |
|
|
2018
Q4 | $49.2M | Buy |
1,296,887
+76,840
| +6% | +$2.91M | 0.01% | 1145 |
|
|
2018
Q3 | $57.5M | Buy |
1,220,047
+106,489
| +10% | +$5.02M | 0.01% | 1196 |
|
|
2018
Q2 | $59.4M | Sell |
1,113,558
-177,430
| -14% | -$9.46M | 0.01% | 1201 |
|
|
2018
Q1 | $61.8M | Sell |
1,290,988
-26,007
| -2% | -$1.25M | 0.01% | 1201 |
|
|
2017
Q4 | $63M | Sell |
1,316,995
-6,100
| -0.5% | -$292K | 0.01% | 1189 |
|
|
2017
Q3 | $64.5M | Buy |
1,323,095
+91,413
| +7% | +$4.46M | 0.01% | 1185 |
|
|
2017
Q2 | $55.9M | Sell |
1,231,682
-778,075
| -39% | -$35.3M | 0.01% | 1250 |
|
|
2017
Q1 | $92.3M | Sell |
2,009,757
-183,438
| -8% | -$8.43M | 0.01% | 1018 |
|
|
2016
Q4 | $102M | Sell |
2,193,195
-335,712
| -13% | -$15.6M | 0.01% | 981 |
|
|
2016
Q3 | $92.3M | Sell |
2,528,907
-84,646
| -3% | -$3.09M | 0.01% | 1015 |
|
|
2016
Q2 | $84.1M | Buy |
2,613,553
+23,300
| +0.9% | +$750K | 0.01% | 1057 |
|
|
2016
Q1 | $84.2M | Buy |
2,590,253
+116,340
| +5% | +$3.78M | 0.01% | 1041 |
|
|
2015
Q4 | $80.1M | Sell |
2,473,913
-33,200
| -1% | -$1.07M | 0.01% | 1053 |
|
|
2015
Q3 | $72.2M | Sell |
2,507,113
-25,900
| -1% | -$746K | 0.01% | 1092 |
|
|
2015
Q2 | $69.3M | Buy |
2,533,013
+218
| +0% | +$5.96K | 0.01% | 1197 |
|
|
2015
Q1 | $63.9M | Buy |
2,532,795
+93,000
| +4% | +$2.34M | 0.01% | 1232 |
|
|
2014
Q4 | $62.5M | Buy |
2,439,795
+33,438
| +1% | +$857K | 0.01% | 1228 |
|
|
2014
Q3 | $57.4M | Sell |
2,406,357
-191,781
| -7% | -$4.58M | 0.01% | 1243 |
|
|
2014
Q2 | $63.8M | Buy |
2,598,138
+462
| +0% | +$11.3K | 0.01% | 1239 |
|
|
2014
Q1 | $61.9M | Hold |
2,597,676
| – | – | 0.01% | 1224 |
|
|
2013
Q4 | $67.1M | Buy |
2,597,676
+1,356,510
| +109% | +$35.1M | 0.01% | 1168 |
|
|
2013
Q3 | $24.9M | Sell |
1,241,166
-143,826
| -10% | -$2.89M | ﹤0.01% | 1607 |
|
|
2013
Q2 | $24.2M | Buy |
+1,384,992
| New | +$24.2M | ﹤0.01% | 1569 |
|