Janney Montgomery Scott’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 | $342K | Buy |
6,222
+7
| +0.1% | +$385 | ﹤0.01% | 2269 |
|
|
2025
Q1 | $322K | Buy |
6,215
+112
| +2% | +$5.8K | ﹤0.01% | 2262 |
|
|
2024
Q4 | $324K | Buy |
6,103
+5
| +0.1% | +$265 | ﹤0.01% | 2261 |
|
|
2024
Q3 | $311K | Sell |
6,098
-2,422
| -28% | -$124K | ﹤0.01% | 2268 |
|
|
2024
Q2 | $400K | Sell |
8,520
-456
| -5% | -$21.4K | ﹤0.01% | 2043 |
|
|
2024
Q1 | $405K | Sell |
8,976
-11,622
| -56% | -$524K | ﹤0.01% | 2141 |
|
|
2023
Q4 | $946K | Buy |
20,598
+12,873
| +167% | +$591K | ﹤0.01% | 1482 |
|
|
2023
Q3 | $282K | Buy |
7,725
+316
| +4% | +$11.5K | ﹤0.01% | 2166 |
|
|
2023
Q2 | $279K | Sell |
7,409
-2,604
| -26% | -$98.1K | ﹤0.01% | 2273 |
|
|
2023
Q1 | $377K | Buy |
10,013
+73
| +0.7% | +$2.75K | ﹤0.01% | 1905 |
|
|
2022
Q4 | $451K | Buy |
9,940
+13
| +0.1% | +$590 | ﹤0.01% | 1846 |
|
|
2022
Q3 | $461K | Buy |
9,927
+12
| +0.1% | +$557 | ﹤0.01% | 1752 |
|
|
2022
Q2 | $404K | Sell |
9,915
-388
| -4% | -$15.8K | ﹤0.01% | 1728 |
|
|
2022
Q1 | $480K | Buy |
10,303
+4,944
| +92% | +$230K | ﹤0.01% | 1636 |
|
|
2021
Q4 | $269K | Sell |
5,359
-1,940
| -27% | -$97.4K | ﹤0.01% | 2057 |
|
|
2021
Q3 | $375K | Buy |
7,299
+1,272
| +21% | +$65.4K | ﹤0.01% | 1836 |
|
|
2021
Q2 | $281K | Sell |
6,027
-479
| -7% | -$22.3K | ﹤0.01% | 1951 |
|
|
2021
Q1 | $324K | Buy |
6,506
+4
| +0.1% | +$199 | ﹤0.01% | 1816 |
|
|
2020
Q4 | $292K | Buy |
+6,502
| New | +$292K | ﹤0.01% | 1898 |
|
|
2020
Q3 | – | Sell |
-7,115
| Closed | -$204K | – | 2140 |
|
|
2020
Q2 | $204K | Buy |
+7,115
| New | +$204K | ﹤0.01% | 1825 |
|
|
2020
Q1 | – | Sell |
-5,511
| Closed | -$242K | – | 2111 |
|
|
2019
Q4 | $242K | Buy |
+5,511
| New | +$242K | ﹤0.01% | 1822 |
|