Great Lakes Advisors’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 | $8.42M | Sell |
153,044
-12,895
| -8% | -$709K | 0.07% | 218 |
|
|
2025
Q1 | $8.61M | Sell |
165,939
-3,624
| -2% | -$188K | 0.08% | 208 |
|
|
2024
Q4 | $9.01M | Buy |
169,563
+108,968
| +180% | +$5.79M | 0.08% | 215 |
|
|
2024
Q3 | $3.09M | Hold |
60,595
| – | – | 0.03% | 426 |
|
|
2024
Q2 | $2.85M | Buy |
60,595
+3,942
| +7% | +$185K | 0.03% | 423 |
|
|
2024
Q1 | $2.56M | Sell |
56,653
-237
| -0.4% | -$10.7K | 0.02% | 448 |
|
|
2023
Q4 | $2.61M | Buy |
56,890
+18,501
| +48% | +$850K | 0.02% | 429 |
|
|
2023
Q3 | $1.4M | Buy |
38,389
+18,546
| +93% | +$677K | 0.01% | 492 |
|
|
2023
Q2 | $748K | Sell |
19,843
-10,920
| -35% | -$412K | 0.01% | 549 |
|
|
2023
Q1 | $1.16M | Buy |
+30,763
| New | +$1.16M | 0.01% | 561 |
|