Huntington National Bank’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 | $495 | Hold |
9
| – | – | ﹤0.01% | 2439 |
|
2025
Q1 | $467 | Sell |
9
-85
| -90% | -$4.41K | ﹤0.01% | 2474 |
|
2024
Q4 | $4.99K | Buy |
94
+85
| +944% | +$4.52K | ﹤0.01% | 1999 |
|
2024
Q3 | $459 | Hold |
9
| – | – | ﹤0.01% | 2501 |
|
2024
Q2 | $423 | Buy |
+9
| New | +$423 | ﹤0.01% | 2443 |
|
2018
Q1 | – | Sell |
-523
| Closed | -$25K | – | 1726 |
|
2017
Q4 | $25K | Hold |
523
| – | – | ﹤0.01% | 1167 |
|
2017
Q3 | $25K | Sell |
523
-24
| -4% | -$1.15K | ﹤0.01% | 1170 |
|
2017
Q2 | $25K | Buy |
547
+361
| +194% | +$16.5K | ﹤0.01% | 1120 |
|
2017
Q1 | $9K | Sell |
186
-262
| -58% | -$12.7K | ﹤0.01% | 1185 |
|
2016
Q4 | $21K | Buy |
+448
| New | +$21K | ﹤0.01% | 1110 |
|
2015
Q3 | – | Sell |
-879
| Closed | -$24K | – | 1818 |
|
2015
Q2 | $24K | Buy |
+879
| New | +$24K | ﹤0.01% | 1306 |
|