First Hawaiian Bank’s WSFS Financial WSFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,480	Closed	-$557K	–	768
2024 Q4	$557K	Hold	10,480	–	–	0.02%	590
2024 Q3	$534K	Sell	10,480 -24	-0.2%	-$1.22K	0.02%	602
2024 Q2	$494K	Sell	10,504 -31	-0.3%	-$1.46K	0.02%	569
2024 Q1	$476K	Hold	10,535	–	–	0.01%	591
2023 Q4	$484K	Buy	10,535 +12	+0.1%	+$551	0.02%	597
2023 Q3	$384K	Hold	10,523	–	–	0.01%	642
2023 Q2	$397K	Buy	10,523 +31	+0.3%	+$1.17K	0.01%	659
2023 Q1	$395K	Sell	10,492 -115	-1%	-$4.33K	0.01%	659
2022 Q4	$481K	Sell	10,607 -39	-0.4%	-$1.77K	0.02%	570
2022 Q3	$494K	Buy	10,646 +9	+0.1%	+$418	0.02%	525
2022 Q2	$426K	Buy	10,637 +4,835	+83%	+$194K	0.02%	598
2022 Q1	$271K	Sell	5,802 -10	-0.2%	-$467	0.01%	793
2021 Q4	$291K	Hold	5,812	–	–	0.01%	791
2021 Q3	$298K	Hold	5,812	–	–	0.01%	702
2021 Q2	$270K	Hold	5,812	–	–	0.01%	730
2021 Q1	$290K	Sell	5,812 -2,086	-26%	-$104K	0.01%	724
2020 Q4	$355K	Sell	7,898 -5	-0.1%	-$225	0.02%	604
2020 Q3	$213K	Buy	7,903 +48	+0.6%	+$1.29K	0.01%	707
2020 Q2	$225K	Buy	+7,855	New	+$225K	0.01%	679
2020 Q1	–	Sell	-7,957	Closed	-$350K	–	878
2019 Q4	$350K	Buy	7,957 +33	+0.4%	+$1.45K	0.02%	620
2019 Q3	$350K	Hold	7,924	–	–	0.02%	596
2019 Q2	$327K	Buy	7,924 +22	+0.3%	+$908	0.02%	614
2019 Q1	$305K	Sell	7,902 -606	-7%	-$23.4K	0.02%	610
2018 Q4	$323K	Buy	8,508 +7,682	+930%	+$292K	0.02%	542
2018 Q3	$39K	Buy	+826	New	+$39K	﹤0.01%	1223