Glenmede Trust’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
Q1 | $581K | Buy |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $808K | Buy |
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|
2020
Q2 | $695K | Buy |
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|
2020
Q1 | $742K | Hold |
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|
2019
Q4 | $742K | Buy |
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|
2019
Q3 | $225 | Hold |
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|
2019
Q2 | $211 | Hold |
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|
2019
Q1 | $197 | Sell |
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|
2018
Q4 | $201 | Buy |
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|
2018
Q3 | $248K | Buy |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $244K | Hold |
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|
2017
Q4 | $244K | Hold |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $234K | Hold |
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|
2017
Q1 | $234K | Hold |
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|
2016
Q4 | $237K | Hold |
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|
2016
Q3 | $185K | Hold |
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|
2016
Q2 | $164K | Sell |
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|
2016
Q1 | $174K | Sell |
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|
2015
Q4 | $174K | Hold |
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|
2015
Q3 | $155K | Buy |
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|
2015
Q2 | $144K | Sell |
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|
2015
Q1 | $138K | Buy |
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|
2014
Q4 | $37K | Buy |
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|
2014
Q3 | $5K | Sell |
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|
2014
Q2 | $11K | Buy |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $3K | Buy |
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