Fisher Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
229,921
+132
| +0.1% | +$7.26K | 0.01% | 378 |
|
|
2025
Q1 | $11.9M | Sell |
229,789
-37,239
| -14% | -$1.93M | 0.01% | 386 |
|
|
2024
Q4 | $14.2M | Buy |
267,028
+47,028
| +21% | +$2.5M | 0.01% | 392 |
|
|
2024
Q3 | $11.2M | Buy |
220,000
+36,798
| +20% | +$1.88M | ﹤0.01% | 409 |
|
|
2024
Q2 | $8.61M | Buy |
183,202
+150
| +0.1% | +$7.05K | ﹤0.01% | 433 |
|
|
2024
Q1 | $8.26M | Buy |
183,052
+50,000
| +38% | +$2.26M | ﹤0.01% | 446 |
|
|
2023
Q4 | $6.11M | Hold |
133,052
| – | – | ﹤0.01% | 464 |
|
|
2023
Q3 | $4.86M | Buy |
+133,052
| New | +$4.86M | ﹤0.01% | 530 |
|