Janney Montgomery Scott’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
Q3 | $336K | Buy |
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|
2025
Q2 | $342K | Buy |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $946K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $480K | Buy |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Buy |
|