Forum Financial Management’s WSFS Financial WSFS Stock Holding History

Forum Financial Management’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy
2025 Q1	$291K	Sell
2024 Q4	$301K	Sell
2024 Q3	$308K	Buy
2024 Q2	$284K	Buy
2024 Q1	$273K	Buy
2023 Q4	$277K	Sell
2023 Q3	$232K	Hold
2023 Q2	$240K	Buy