Holocene 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
Q1
Sell
2024
Q4
$556K Buy
2022
Q4
Sell
2022
Q3
$994K Sell
2022
Q2
$2.48M Buy
2022
Q1
$1.16M Buy
2021
Q4
$549K Buy
2021
Q3
$398K Buy
2020
Q1
Sell
2019
Q4
$1.08M Sell
2019
Q3
$1.16M Buy
2019
Q2
$233K Sell
2019
Q1
$254K Sell
2018
Q4
$511K Buy