Franklin Resources’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 | $144M | Buy |
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|
2025
Q1 | $134M | Buy |
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|
2024
Q4 | $135M | Sell |
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|
2024
Q3 | $143M | Sell |
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|
2024
Q2 | $142M | Buy |
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|
2024
Q1 | $127M | Sell |
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|
2023
Q4 | $133M | Buy |
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|
2023
Q3 | $96.9M | Buy |
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|
2023
Q2 | $96.9M | Buy |
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|
2023
Q1 | $89M | Sell |
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|
2022
Q4 | $108M | Sell |
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|
2022
Q3 | $111M | Buy |
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|
2022
Q2 | $82M | Buy |
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|
2022
Q1 | $62.4M | Buy |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.6M | Sell |
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|
2021
Q1 | $2.96M | Sell |
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|
2020
Q4 | $2.67M | Sell |
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|
2020
Q3 | $1.99M | Buy |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $2.68M | Hold |
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|
2019
Q4 | $4.73M | Sell |
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|
2019
Q3 | $5.13M | Sell |
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|
2019
Q2 | $5.03M | Hold |
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|
2019
Q1 | $4.7M | Hold |
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|
2018
Q4 | $4.62M | Hold |
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|
2018
Q3 | $5.74M | Sell |
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|
2018
Q2 | $6.91M | Hold |
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|
2018
Q1 | $6.21M | Hold |
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|
2017
Q4 | $6.21M | Sell |
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|
2017
Q3 | $6.83M | Sell |
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|
2017
Q2 | $6.44M | Buy |
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|
2017
Q1 | $6.51M | Hold |
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|
2016
Q4 | $6.57M | Hold |
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|
2016
Q3 | $5.17M | Sell |
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|
2016
Q2 | $4.58M | Sell |
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|
2016
Q1 | $4.73M | Hold |
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|
2015
Q4 | $4.71M | Sell |
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|
2015
Q3 | $4.9M | Sell |
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|
2015
Q2 | $4.92M | Hold |
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|
2015
Q1 | $4.54M | Hold |
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|
2014
Q4 | $4.61M | Hold |
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|
2014
Q3 | $4.3M | Hold |
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|
2014
Q2 | $4.42M | Hold |
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|
2014
Q1 | $4.29M | Hold |
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|
2013
Q4 | $4.65M | Sell |
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|
2013
Q3 | $3.8M | Sell |
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|
2013
Q2 | $3.45M | Buy |
|