Jones Financial Companies’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
$5.78K Buy
105
+30
+40% +$1.65K ﹤0.01% 3090
2025
Q1
$3.88K Hold
75
﹤0.01% 3035
2024
Q4
$3.99K Hold
75
﹤0.01% 2819
2024
Q3
$3.76K Buy
+75
New +$3.76K ﹤0.01% 2518