Great Lakes Advisors’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
Q3 | $5.13M | Sell |
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|
2025
Q2 | $8.42M | Sell |
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|
2025
Q1 | $8.61M | Sell |
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|
2024
Q4 | $9.01M | Buy |
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|
2024
Q3 | $3.09M | Hold |
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|
2024
Q2 | $2.85M | Buy |
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $1.16M | Buy |
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