Guggenheim Capital’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 | – | Sell |
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|
2025
Q2 | $257K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $264K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $4.58M | Hold |
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|
2020
Q3 | $2.75M | Sell |
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|
2020
Q2 | $5.38M | Hold |
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|
2020
Q1 | $4.67M | Buy |
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|
2019
Q4 | $6.34M | Buy |
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|
2019
Q3 | $4.94M | Sell |
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|
2019
Q2 | $4.71M | Buy |
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|
2019
Q1 | $1.43M | Buy |
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|
2018
Q4 | $603K | Sell |
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|
2018
Q3 | $843K | Sell |
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|
2018
Q2 | $979K | Sell |
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|
2018
Q1 | $924K | Buy |
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|
2017
Q4 | $670K | Buy |
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|
2017
Q3 | $419K | Sell |
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|
2017
Q2 | $389K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $209K | Sell |
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|
2016
Q2 | $211K | Sell |
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|
2016
Q1 | $248K | Sell |
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|
2015
Q4 | $304K | Sell |
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|
2015
Q3 | $285K | Sell |
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|
2015
Q2 | $312K | Buy |
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|
2015
Q1 | $276K | Buy |
|