Ironwood Investment Management’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
Q2
$510K Hold
2025
Q1
$481K Hold
2024
Q4
$493K Hold
2024
Q3
$473K Hold
2024
Q2
$436K Hold
2024
Q1
$418K Sell
2023
Q4
$585K Hold
2023
Q3
$465K Hold
2023
Q2
$480K Sell
2023
Q1
$493K Hold
2022
Q4
$594K Sell
2022
Q3
$632K Hold
2022
Q2
$545K Sell
2022
Q1
$886K Buy
2021
Q4
$296K Sell
2021
Q3
$328K Buy
2021
Q2
$275K Buy
2021
Q1
$269K Buy