Franklin Resources’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144M | Buy |
2,610,976
+27,151
| +1% | +$1.49M | 0.04% | 376 |
|
|
2025
Q1 | $134M | Buy |
2,583,825
+38,130
| +1% | +$1.98M | 0.04% | 374 |
|
|
2024
Q4 | $135M | Sell |
2,545,695
-236,403
| -8% | -$12.6M | 0.04% | 377 |
|
|
2024
Q3 | $143M | Sell |
2,782,098
-248,546
| -8% | -$12.8M | 0.04% | 367 |
|
|
2024
Q2 | $142M | Buy |
3,030,644
+211,286
| +7% | +$9.93M | 0.04% | 336 |
|
|
2024
Q1 | $127M | Sell |
2,819,358
-66,676
| -2% | -$3.01M | 0.04% | 361 |
|
|
2023
Q4 | $133M | Buy |
2,886,034
+232,508
| +9% | +$10.7M | 0.06% | 308 |
|
|
2023
Q3 | $96.9M | Buy |
2,653,526
+84,559
| +3% | +$3.09M | 0.05% | 356 |
|
|
2023
Q2 | $96.9M | Buy |
2,568,967
+202,495
| +9% | +$7.64M | 0.05% | 374 |
|
|
2023
Q1 | $89M | Sell |
2,366,472
-6,010
| -0.3% | -$226K | 0.04% | 391 |
|
|
2022
Q4 | $108M | Sell |
2,372,482
-6,664
| -0.3% | -$302K | 0.06% | 351 |
|
|
2022
Q3 | $111M | Buy |
2,379,146
+334,381
| +16% | +$15.5M | 0.06% | 354 |
|
|
2022
Q2 | $82M | Buy |
2,044,765
+706,926
| +53% | +$28.3M | 0.04% | 428 |
|
|
2022
Q1 | $62.4M | Buy |
1,337,839
+1,303,428
| +3,788% | +$60.8M | 0.02% | 539 |
|
|
2021
Q4 | $1.73M | Sell |
34,411
-36
| -0.1% | -$1.81K | ﹤0.01% | 1533 |
|
|
2021
Q3 | $1.77M | Buy |
34,447
+39
| +0.1% | +$2K | ﹤0.01% | 1486 |
|
|
2021
Q2 | $1.6M | Sell |
34,408
-25,077
| -42% | -$1.17M | ﹤0.01% | 1394 |
|
|
2021
Q1 | $2.96M | Sell |
59,485
-100
| -0.2% | -$4.98K | ﹤0.01% | 1241 |
|
|
2020
Q4 | $2.67M | Sell |
59,585
-14,300
| -19% | -$642K | ﹤0.01% | 1226 |
|
|
2020
Q3 | $1.99M | Buy |
73,885
+85
| +0.1% | +$2.29K | ﹤0.01% | 1214 |
|
|
2020
Q2 | $2.02M | Sell |
73,800
-33,700
| -31% | -$923K | ﹤0.01% | 1139 |
|
|
2020
Q1 | $2.68M | Hold |
107,500
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q4 | $4.73M | Sell |
107,500
-8,900
| -8% | -$392K | ﹤0.01% | 1021 |
|
|
2019
Q3 | $5.13M | Sell |
116,400
-5,400
| -4% | -$238K | ﹤0.01% | 999 |
|
|
2019
Q2 | $5.03M | Hold |
121,800
| – | – | ﹤0.01% | 1021 |
|
|
2019
Q1 | $4.7M | Hold |
121,800
| – | – | ﹤0.01% | 1010 |
|
|
2018
Q4 | $4.62M | Hold |
121,800
| – | – | ﹤0.01% | 1006 |
|
|
2018
Q3 | $5.74M | Sell |
121,800
-7,900
| -6% | -$372K | ﹤0.01% | 1028 |
|
|
2018
Q2 | $6.91M | Hold |
129,700
| – | – | ﹤0.01% | 989 |
|
|
2018
Q1 | $6.21M | Hold |
129,700
| – | – | ﹤0.01% | 1005 |
|
|
2017
Q4 | $6.21M | Sell |
129,700
-10,300
| -7% | -$493K | ﹤0.01% | 1034 |
|
|
2017
Q3 | $6.83M | Sell |
140,000
-2,010
| -1% | -$98K | ﹤0.01% | 1021 |
|
|
2017
Q2 | $6.44M | Buy |
142,010
+320
| +0.2% | +$14.5K | ﹤0.01% | 1052 |
|
|
2017
Q1 | $6.51M | Hold |
141,690
| – | – | ﹤0.01% | 1061 |
|
|
2016
Q4 | $6.57M | Hold |
141,690
| – | – | ﹤0.01% | 1047 |
|
|
2016
Q3 | $5.17M | Sell |
141,690
-525
| -0.4% | -$19.2K | ﹤0.01% | 1100 |
|
|
2016
Q2 | $4.58M | Sell |
142,215
-3,285
| -2% | -$106K | ﹤0.01% | 1110 |
|
|
2016
Q1 | $4.73M | Hold |
145,500
| – | – | ﹤0.01% | 1110 |
|
|
2015
Q4 | $4.71M | Sell |
145,500
-24,500
| -14% | -$793K | ﹤0.01% | 1140 |
|
|
2015
Q3 | $4.9M | Sell |
170,000
-10,000
| -6% | -$288K | ﹤0.01% | 1147 |
|
|
2015
Q2 | $4.92M | Buy |
180,000
+120,000
| +200% | – | ﹤0.01% | 1180 |
|
|
2015
Q1 | $4.54M | Hold |
60,000
| – | – | ﹤0.01% | 1191 |
|
|
2014
Q4 | $4.61M | Hold |
60,000
| – | – | ﹤0.01% | 1196 |
|
|
2014
Q3 | $4.3M | Hold |
60,000
| – | – | ﹤0.01% | 1200 |
|
|
2014
Q2 | $4.42M | Hold |
60,000
| – | – | ﹤0.01% | 1200 |
|
|
2014
Q1 | $4.29M | Hold |
60,000
| – | – | ﹤0.01% | 1181 |
|
|
2013
Q4 | $4.65M | Sell |
60,000
-3,000
| -5% | -$233K | ﹤0.01% | 1147 |
|
|
2013
Q3 | $3.8M | Sell |
63,000
-2,919
| -4% | -$176K | ﹤0.01% | 1153 |
|
|
2013
Q2 | $3.45M | Buy |
+65,919
| New | +$3.45M | ﹤0.01% | 1135 |
|