Geode Capital Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.9M | Sell |
1,415,940
-18,841
| -1% | -$1.04M | 0.01% | 1172 |
|
|
2025
Q1 | $74.4M | Buy |
1,434,781
+27,664
| +2% | +$1.44M | 0.01% | 1148 |
|
|
2024
Q4 | $74.8M | Sell |
1,407,117
-15,499
| -1% | -$824K | 0.01% | 1177 |
|
|
2024
Q3 | $72.6M | Sell |
1,422,616
-1,847
| -0.1% | -$94.2K | 0.01% | 1210 |
|
|
2024
Q2 | $67M | Buy |
1,424,463
+35,366
| +3% | +$1.66M | 0.01% | 1161 |
|
|
2024
Q1 | $62.7M | Buy |
1,389,097
+28,438
| +2% | +$1.28M | 0.01% | 1196 |
|
|
2023
Q4 | $62.5M | Buy |
1,360,659
+56,894
| +4% | +$2.61M | 0.01% | 1198 |
|
|
2023
Q3 | $47.6M | Buy |
1,303,765
+43,134
| +3% | +$1.57M | 0.01% | 1259 |
|
|
2023
Q2 | $47.6M | Buy |
1,260,631
+27,588
| +2% | +$1.04M | 0.01% | 1285 |
|
|
2023
Q1 | $46.4M | Buy |
1,233,043
+43,340
| +4% | +$1.63M | 0.01% | 1252 |
|
|
2022
Q4 | $53.9M | Buy |
1,189,703
+1,729
| +0.1% | +$78.4K | 0.01% | 1095 |
|
|
2022
Q3 | $55.2M | Buy |
1,187,974
+2,464
| +0.2% | +$114K | 0.01% | 1005 |
|
|
2022
Q2 | $47.5M | Sell |
1,185,510
-11,365
| -0.9% | -$456K | 0.01% | 1168 |
|
|
2022
Q1 | $55.8M | Buy |
1,196,875
+345,514
| +41% | +$16.1M | 0.01% | 1169 |
|
|
2021
Q4 | $42.7M | Buy |
851,361
+1,572
| +0.2% | +$78.8K | 0.01% | 1425 |
|
|
2021
Q3 | $43.6M | Buy |
849,789
+14,058
| +2% | +$721K | 0.01% | 1394 |
|
|
2021
Q2 | $38.9M | Buy |
835,731
+25,004
| +3% | +$1.16M | 0.01% | 1520 |
|
|
2021
Q1 | $40.4M | Buy |
810,727
+22,770
| +3% | +$1.13M | 0.01% | 1399 |
|
|
2020
Q4 | $35.4M | Buy |
787,957
+17,385
| +2% | +$780K | 0.01% | 1358 |
|
|
2020
Q3 | $20.8M | Buy |
770,572
+15,355
| +2% | +$414K | ﹤0.01% | 1510 |
|
|
2020
Q2 | $21.7M | Sell |
755,217
-18,594
| -2% | -$534K | ﹤0.01% | 1459 |
|
|
2020
Q1 | $19.3M | Buy |
773,811
+57,238
| +8% | +$1.43M | 0.01% | 1319 |
|
|
2019
Q4 | $31.5M | Buy |
716,573
+18,028
| +3% | +$793K | 0.01% | 1254 |
|
|
2019
Q3 | $30.8M | Sell |
698,545
-9,066
| -1% | -$400K | 0.01% | 1186 |
|
|
2019
Q2 | $29.2M | Buy |
707,611
+49,563
| +8% | +$2.05M | 0.01% | 1218 |
|
|
2019
Q1 | $25.4M | Buy |
658,048
+304,773
| +86% | +$11.8M | 0.01% | 1259 |
|
|
2018
Q4 | $13.4M | Buy |
353,275
+17,241
| +5% | +$654K | ﹤0.01% | 1571 |
|
|
2018
Q3 | $15.8M | Buy |
336,034
+17,906
| +6% | +$844K | ﹤0.01% | 1582 |
|
|
2018
Q2 | $17M | Buy |
318,128
+24,570
| +8% | +$1.31M | 0.01% | 1483 |
|
|
2018
Q1 | $14.1M | Buy |
293,558
+11,840
| +4% | +$567K | ﹤0.01% | 1520 |
|
|
2017
Q4 | $13.5M | Buy |
281,718
+29,765
| +12% | +$1.42M | ﹤0.01% | 1527 |
|
|
2017
Q3 | $12.3M | Buy |
251,953
+9,818
| +4% | +$479K | ﹤0.01% | 1576 |
|
|
2017
Q2 | $11M | Sell |
242,135
-29
| -0% | -$1.32K | ﹤0.01% | 1598 |
|
|
2017
Q1 | $11.1M | Sell |
242,164
-19,098
| -7% | -$878K | ﹤0.01% | 1550 |
|
|
2016
Q4 | $12.1M | Sell |
261,262
-7,281
| -3% | -$337K | 0.01% | 1448 |
|
|
2016
Q3 | $9.8M | Buy |
268,543
+837
| +0.3% | +$30.5K | ﹤0.01% | 1510 |
|
|
2016
Q2 | $8.62M | Sell |
267,706
-14,222
| -5% | -$458K | ﹤0.01% | 1545 |
|
|
2016
Q1 | $9.17K | Buy |
281,928
+1,130
| +0.4% | +$37 | ﹤0.01% | 1456 |
|
|
2015
Q4 | $9.09M | Sell |
280,798
-14,063
| -5% | -$455K | 0.01% | 1439 |
|
|
2015
Q3 | $8.49M | Sell |
294,861
-10,648
| -3% | -$307K | 0.01% | 1454 |
|
|
2015
Q2 | $8.36M | Buy |
305,509
+12,730
| +4% | +$348K | ﹤0.01% | 1545 |
|
|
2015
Q1 | $7.38M | Buy |
292,779
+26,397
| +10% | +$665K | ﹤0.01% | 1607 |
|
|
2014
Q4 | $6.83M | Buy |
266,382
+8,346
| +3% | +$214K | ﹤0.01% | 1624 |
|
|
2014
Q3 | $6.16M | Buy |
258,036
+2,028
| +0.8% | +$48.4K | ﹤0.01% | 1625 |
|
|
2014
Q2 | $6.29M | Buy |
256,008
+3,990
| +2% | +$98K | ﹤0.01% | 1641 |
|
|
2014
Q1 | $6M | Buy |
252,018
+14,898
| +6% | +$355K | ﹤0.01% | 1634 |
|
|
2013
Q4 | $6.13M | Buy |
237,120
+44,142
| +23% | +$1.14M | ﹤0.01% | 1550 |
|
|
2013
Q3 | $3.88M | Buy |
192,978
+3,984
| +2% | +$80K | ﹤0.01% | 1747 |
|
|
2013
Q2 | $3.3M | Buy |
+188,994
| New | +$3.3M | ﹤0.01% | 1722 |
|