First Horizon Advisors’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
Q2 | $8.36K | Hold |
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|
2025
Q1 | $7.88K | Hold |
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|
2024
Q4 | $8.07K | Hold |
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|
2024
Q3 | $7.75K | Sell |
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|
2024
Q2 | $9.68K | Sell |
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|
2024
Q1 | $61.5K | Sell |
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|
2023
Q4 | $71K | Buy |
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|
2023
Q3 | $49.7K | Hold |
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|
2023
Q2 | $51.4K | Sell |
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|
2023
Q1 | $53.4K | Hold |
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|
2022
Q4 | $64.3K | Hold |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $133K | Buy |
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