HSBC Holdings’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 | $1.46M | Buy |
26,371
+19,582
| +288% | +$1.08M | ﹤0.01% | 1247 |
|
|
2025
Q1 | $351K | Sell |
6,789
-17,364
| -72% | -$898K | ﹤0.01% | 1843 |
|
|
2024
Q4 | $1.28M | Buy |
24,153
+16,671
| +223% | +$886K | ﹤0.01% | 1338 |
|
|
2024
Q3 | $381K | Sell |
7,482
-5,636
| -43% | -$287K | ﹤0.01% | 1803 |
|
|
2024
Q2 | $615K | Sell |
13,118
-65,483
| -83% | -$3.07M | ﹤0.01% | 1547 |
|
|
2024
Q1 | $3.55M | Buy |
78,601
+39,973
| +103% | +$1.8M | ﹤0.01% | 998 |
|
|
2023
Q4 | $1.79M | Buy |
38,628
+21,456
| +125% | +$992K | ﹤0.01% | 1206 |
|
|
2023
Q3 | $633K | Sell |
17,172
-72,370
| -81% | -$2.67M | ﹤0.01% | 1459 |
|
|
2023
Q2 | $3.42M | Sell |
89,542
-105,779
| -54% | -$4.04M | ﹤0.01% | 989 |
|
|
2023
Q1 | $7.36M | Buy |
195,321
+90,200
| +86% | +$3.4M | 0.01% | 822 |
|
|
2022
Q4 | $4.79M | Buy |
105,121
+49,962
| +91% | +$2.28M | 0.01% | 1042 |
|
|
2022
Q3 | $2.62M | Buy |
55,159
+11,845
| +27% | +$562K | ﹤0.01% | 1168 |
|
|
2022
Q2 | $1.74M | Sell |
43,314
-133,827
| -76% | -$5.38M | ﹤0.01% | 1375 |
|
|
2022
Q1 | $8.37M | Buy |
177,141
+62,465
| +54% | +$2.95M | 0.01% | 850 |
|
|
2021
Q4 | $5.78M | Buy |
114,676
+108,224
| +1,677% | +$5.45M | 0.01% | 969 |
|
|
2021
Q3 | $331K | Sell |
6,452
-22,117
| -77% | -$1.13M | ﹤0.01% | 2036 |
|
|
2021
Q2 | $1.33M | Buy |
28,569
+24,278
| +566% | +$1.13M | ﹤0.01% | 1295 |
|
|
2021
Q1 | $215K | Sell |
4,291
-15,249
| -78% | -$764K | ﹤0.01% | 2149 |
|
|
2020
Q4 | $881K | Buy |
19,540
+4,451
| +29% | +$201K | ﹤0.01% | 1411 |
|
|
2020
Q3 | $408K | Sell |
15,089
-3,587
| -19% | -$97K | ﹤0.01% | 1666 |
|
|
2020
Q2 | $536K | Sell |
18,676
-12,764
| -41% | -$366K | ﹤0.01% | 1454 |
|
|
2020
Q1 | $777K | Sell |
31,440
-3,375
| -10% | -$83.4K | ﹤0.01% | 1201 |
|
|
2019
Q4 | $1.54M | Buy |
34,815
+9,049
| +35% | +$399K | ﹤0.01% | 1156 |
|
|
2019
Q3 | $1.14M | Sell |
25,766
-3,254
| -11% | -$143K | ﹤0.01% | 1344 |
|
|
2019
Q2 | $1.2M | Sell |
29,020
-1,693
| -6% | -$69.9K | ﹤0.01% | 1197 |
|
|
2019
Q1 | $1.19M | Buy |
+30,713
| New | +$1.19M | ﹤0.01% | 1281 |
|
|
2017
Q1 | – | Sell |
-5,893
| Closed | -$273K | – | 2095 |
|
|
2016
Q4 | $273K | Buy |
+5,893
| New | +$273K | ﹤0.01% | 1876 |
|