JCM
Jacobi Capital Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
4,500
| – | – | 0.02% | 540 |
|
|
2025
Q1 | $233K | Hold |
4,500
| – | – | 0.02% | 527 |
|
|
2024
Q4 | $239K | Hold |
4,500
| – | – | 0.02% | 527 |
|
|
2024
Q3 | $229K | Hold |
4,500
| – | – | 0.02% | 525 |
|
|
2024
Q2 | $212K | Hold |
4,500
| – | – | 0.02% | 499 |
|
|
2024
Q1 | $203K | Hold |
4,500
| – | – | 0.02% | 464 |
|
|
2023
Q4 | $207K | Buy |
+4,500
| New | +$207K | 0.02% | 444 |
|
|
2023
Q1 | – | Sell |
-4,500
| Closed | -$204K | – | 431 |
|
|
2022
Q4 | $204K | Hold |
4,500
| – | – | 0.03% | 399 |
|
|
2022
Q3 | $209K | Buy |
+4,500
| New | +$209K | 0.03% | 388 |
|
|
2022
Q2 | – | Sell |
-4,650
| Closed | -$217K | – | 434 |
|
|
2022
Q1 | $217K | Buy |
+4,650
| New | +$217K | 0.03% | 393 |
|