Handelsbanken Fonder’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 | $864K | Sell |
15,705
-400
| -2% | -$22K | ﹤0.01% | 1025 |
|
|
2025
Q1 | $835K | Buy |
16,105
+2,400
| +18% | +$124K | ﹤0.01% | 1012 |
|
|
2024
Q4 | $728K | Buy |
13,705
+1,400
| +11% | +$74.4K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $627K | Buy |
12,305
+1,100
| +10% | +$56.1K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $527K | Buy |
11,205
+400
| +4% | +$18.8K | ﹤0.01% | 1138 |
|
|
2024
Q1 | $488K | Buy |
10,805
+1,600
| +17% | +$72.3K | ﹤0.01% | 1172 |
|
|
2023
Q4 | $423K | Hold |
9,205
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q3 | $336K | Hold |
9,205
| – | – | ﹤0.01% | 1259 |
|
|
2023
Q2 | $347K | Hold |
9,205
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q1 | $346K | Hold |
9,205
| – | – | ﹤0.01% | 1208 |
|
|
2022
Q4 | $417K | Hold |
9,205
| – | – | ﹤0.01% | 1058 |
|
|
2022
Q3 | $428K | Hold |
9,205
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q2 | $369K | Hold |
9,205
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q1 | $429K | Sell |
9,205
-4,700
| -34% | -$219K | ﹤0.01% | 1311 |
|
|
2021
Q4 | $697K | Hold |
13,905
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q3 | $713K | Buy |
13,905
+2,300
| +20% | +$118K | ﹤0.01% | 1110 |
|
|
2021
Q2 | $541K | Buy |
11,605
+1,000
| +9% | +$46.6K | ﹤0.01% | 1320 |
|
|
2021
Q1 | $528K | Hold |
10,605
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q4 | $476K | Hold |
10,605
| – | – | ﹤0.01% | 1188 |
|
|
2020
Q3 | $286K | Hold |
10,605
| – | – | ﹤0.01% | 1268 |
|
|
2020
Q2 | $304K | Buy |
+10,605
| New | +$304K | ﹤0.01% | 1211 |
|