Jacobi Capital 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 | $248K | Hold |
|
|||||
|
2025
Q1 | $233K | Hold |
|
|||||
|
2024
Q4 | $239K | Hold |
|
|||||
|
2024
Q3 | $229K | Hold |
|
|||||
|
2024
Q2 | $212K | Hold |
|
|||||
|
2024
Q1 | $203K | Hold |
|
|||||
|
2023
Q4 | $207K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $204K | Hold |
|
|||||
|
2022
Q3 | $209K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $217K | Buy |
|