FFM
Forum Financial Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
5,733
+116
| +2% | +$6.38K | ﹤0.01% | 643 |
|
|
2025
Q1 | $291K | Sell |
5,617
-42
| -0.7% | -$2.18K | ﹤0.01% | 608 |
|
|
2024
Q4 | $301K | Sell |
5,659
-387
| -6% | -$20.6K | 0.01% | 612 |
|
|
2024
Q3 | $308K | Buy |
6,046
+1
| +0% | +$51 | 0.01% | 499 |
|
|
2024
Q2 | $284K | Buy |
6,045
+3
| +0% | +$141 | 0.01% | 503 |
|
|
2024
Q1 | $273K | Buy |
6,042
+9
| +0.1% | +$406 | ﹤0.01% | 541 |
|
|
2023
Q4 | $277K | Sell |
6,033
-328
| -5% | -$15.1K | 0.01% | 484 |
|
|
2023
Q3 | $232K | Hold |
6,361
| – | – | 0.01% | 524 |
|
|
2023
Q2 | $240K | Buy |
+6,361
| New | +$240K | 0.01% | 529 |
|