Frontier Capital Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3M | Buy |
768,364
+9,765
| +1% | +$537K | 0.39% | 100 |
|
|
2025
Q1 | $39.3M | Buy |
758,599
+39,621
| +6% | +$2.06M | 0.43% | 87 |
|
|
2024
Q4 | $38.2M | Buy |
718,978
+48,822
| +7% | +$2.59M | 0.36% | 105 |
|
|
2024
Q3 | $34.2M | Buy |
670,156
+146,778
| +28% | +$7.48M | 0.32% | 128 |
|
|
2024
Q2 | $24.6M | Buy |
523,378
+20,081
| +4% | +$944K | 0.24% | 154 |
|
|
2024
Q1 | $22.7M | Sell |
503,297
-18,614
| -4% | -$840K | 0.21% | 160 |
|
|
2023
Q4 | $24M | Sell |
521,911
-8,288
| -2% | -$381K | 0.24% | 149 |
|
|
2023
Q3 | $19.4M | Sell |
530,199
-785
| -0.1% | -$28.7K | 0.21% | 153 |
|
|
2023
Q2 | $20M | Sell |
530,984
-7,961
| -1% | -$300K | 0.19% | 155 |
|
|
2023
Q1 | $20.3M | Sell |
538,945
-6,005
| -1% | -$226K | 0.21% | 151 |
|
|
2022
Q4 | $24.7M | Sell |
544,950
-14,895
| -3% | -$675K | 0.27% | 141 |
|
|
2022
Q3 | $26M | Buy |
559,845
+51,204
| +10% | +$2.38M | 0.31% | 121 |
|
|
2022
Q2 | $20.4M | Buy |
508,641
+6,012
| +1% | +$241K | 0.23% | 149 |
|
|
2022
Q1 | $23.4M | Sell |
502,629
-16,898
| -3% | -$788K | 0.21% | 153 |
|
|
2021
Q4 | $26M | Sell |
519,527
-10,390
| -2% | -$521K | 0.21% | 152 |
|
|
2021
Q3 | $27.2M | Sell |
529,917
-60,596
| -10% | -$3.11M | 0.21% | 147 |
|
|
2021
Q2 | $27.5M | Buy |
590,513
+627
| +0.1% | +$29.2K | 0.2% | 163 |
|
|
2021
Q1 | $29.4M | Sell |
589,886
-331,217
| -36% | -$16.5M | 0.22% | 149 |
|
|
2020
Q4 | $41.3M | Buy |
921,103
+22,496
| +3% | +$1.01M | 0.31% | 127 |
|
|
2020
Q3 | $24.2M | Buy |
898,607
+23,106
| +3% | +$623K | 0.21% | 155 |
|
|
2020
Q2 | $25.1M | Buy |
875,501
+196,980
| +29% | +$5.65M | 0.22% | 147 |
|
|
2020
Q1 | $16.9M | Buy |
678,521
+114,741
| +20% | +$2.86M | 0.19% | 153 |
|
|
2019
Q4 | $24.8M | Sell |
563,780
-404,664
| -42% | -$17.8M | 0.18% | 158 |
|
|
2019
Q3 | $42.7M | Buy |
968,444
+321,695
| +50% | +$14.2M | 0.33% | 114 |
|
|
2019
Q2 | $26.7M | Sell |
646,749
-36,941
| -5% | -$1.53M | 0.2% | 154 |
|
|
2019
Q1 | $26.4M | Buy |
683,690
+139,235
| +26% | +$5.37M | 0.19% | 166 |
|
|
2018
Q4 | $20.6M | Buy |
544,455
+94,982
| +21% | +$3.6M | 0.17% | 171 |
|
|
2018
Q3 | $21.2M | Buy |
449,473
+32,875
| +8% | +$1.55M | 0.14% | 190 |
|
|
2018
Q2 | $22.2M | Sell |
416,598
-14,465
| -3% | -$771K | 0.16% | 191 |
|
|
2018
Q1 | $20.6M | Buy |
431,063
+21,815
| +5% | +$1.04M | 0.15% | 187 |
|
|
2017
Q4 | $19.6M | Sell |
409,248
-31,907
| -7% | -$1.53M | 0.14% | 193 |
|
|
2017
Q3 | $21.5M | Buy |
441,155
+9,405
| +2% | +$458K | 0.16% | 187 |
|
|
2017
Q2 | $19.6M | Sell |
431,750
-557
| -0.1% | -$25.3K | 0.14% | 196 |
|
|
2017
Q1 | $19.9M | Sell |
432,307
-517,855
| -55% | -$23.8M | 0.15% | 200 |
|
|
2016
Q4 | $44M | Sell |
950,162
-198,333
| -17% | -$9.19M | 0.34% | 117 |
|
|
2016
Q3 | $41.9M | Sell |
1,148,495
-284,000
| -20% | -$10.4M | 0.34% | 108 |
|
|
2016
Q2 | $46.1M | Sell |
1,432,495
-211,515
| -13% | -$6.81M | 0.38% | 98 |
|
|
2016
Q1 | $53.5M | Buy |
1,644,010
+56,032
| +4% | +$1.82M | 0.43% | 80 |
|
|
2015
Q4 | $51.4M | Buy |
1,587,978
+112,830
| +8% | +$3.65M | 0.43% | 84 |
|
|
2015
Q3 | $42.5M | Sell |
1,475,148
-52,070
| -3% | -$1.5M | 0.36% | 96 |
|
|
2015
Q2 | $41.8M | Buy |
1,527,218
+65,933
| +5% | +$1.8M | 0.3% | 122 |
|
|
2015
Q1 | $36.8M | Buy |
1,461,285
+16,656
| +1% | +$420K | 0.27% | 142 |
|
|
2014
Q4 | $37M | Sell |
1,444,629
-17,049
| -1% | -$437K | 0.27% | 131 |
|
|
2014
Q3 | $34.9M | Buy |
1,461,678
+93,822
| +7% | +$2.24M | 0.28% | 137 |
|
|
2014
Q2 | $33.6M | Buy |
1,367,856
+18,099
| +1% | +$444K | 0.25% | 146 |
|
|
2014
Q1 | $32.1M | Buy |
1,349,757
+115,161
| +9% | +$2.74M | 0.23% | 156 |
|
|
2013
Q4 | $31.9M | Buy |
1,234,596
+47,055
| +4% | +$1.22M | 0.24% | 158 |
|
|
2013
Q3 | $23.9M | Buy |
1,187,541
+112,458
| +10% | +$2.26M | 0.18% | 176 |
|
|
2013
Q2 | $18.8M | Buy |
+1,075,083
| New | +$18.8M | 0.16% | 188 |
|