Henshaw 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
Q4 | – | Sell |
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|
2025
Q3 | $573K | Sell |
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|
2025
Q2 | $714K | Hold |
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|
2025
Q1 | $673K | Buy |
|
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|
2024
Q4 | $590K | Hold |
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|
2024
Q3 | $566K | Hold |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $504K | Hold |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $482K | Hold |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $361K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $323K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $275K | Sell |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $364K | Sell |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $433K | Hold |
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|
2017
Q2 | $403K | Buy |
|