FineMark National Bank & Trust’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 | $358K | Hold |
6,515
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $338K | Sell |
6,515
-1,417
| -18% | -$73.5K | 0.01% | 342 |
|
|
2024
Q4 | $421K | Hold |
7,932
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $404K | Hold |
7,932
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $373K | Hold |
7,932
| – | – | 0.01% | 314 |
|
|
2024
Q1 | $358K | Hold |
7,932
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $364K | Hold |
7,932
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $290K | Buy |
+7,932
| New | +$290K | 0.01% | 340 |
|