FineMark National Bank & Trust’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
$351K Hold
2025
Q2
$358K Hold
2025
Q1
$338K Sell
2024
Q4
$421K Hold
2024
Q3
$404K Hold
2024
Q2
$373K Hold
2024
Q1
$358K Hold
2023
Q4
$364K Hold
2023
Q3
$290K Buy