Focus Partners Wealth
WSFS icon

Focus Partners Wealth’s WSFS Financial WSFS Stock Holding History

Focus Partners Wealth’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$247K Sell
4,496
-99
-2% -$5.45K ﹤0.01% 1764
2025
Q1 		$238K Buy
4,595
+160
+4% +$8.3K ﹤0.01% 1670
2024
Q4 		$236K Buy
4,435
+25
+0.6% +$1.33K ﹤0.01% 1643
2024
Q3 		$225K Buy
+4,410
New +$225K ﹤0.01% 1406