KBC Group’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 | $105K | Sell |
1,913
-1,168
| -38% | -$64.1K | ﹤0.01% | 1173 |
|
|
2025
Q1 | $160K | Buy |
3,081
+196
| +7% | +$10.2K | ﹤0.01% | 1190 |
|
|
2024
Q4 | $153K | Buy |
2,885
+1,172
| +68% | +$62.2K | ﹤0.01% | 1297 |
|
|
2024
Q3 | $87K | Hold |
1,713
| – | – | ﹤0.01% | 1382 |
|
|
2024
Q2 | $81K | Hold |
1,713
| – | – | ﹤0.01% | 1302 |
|
|
2024
Q1 | $77K | Hold |
1,713
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q4 | $79K | Hold |
1,713
| – | – | ﹤0.01% | 1215 |
|
|
2023
Q3 | $63K | Sell |
1,713
-2,895
| -63% | -$106K | ﹤0.01% | 1275 |
|
|
2023
Q2 | $174K | Sell |
4,608
-518
| -10% | -$19.6K | ﹤0.01% | 991 |
|
|
2023
Q1 | $193K | Sell |
5,126
-401
| -7% | -$15.1K | ﹤0.01% | 988 |
|
|
2022
Q4 | $251K | Hold |
5,527
| – | – | ﹤0.01% | 910 |
|
|
2022
Q3 | $257K | Hold |
5,527
| – | – | ﹤0.01% | 893 |
|
|
2022
Q2 | $222K | Buy |
+5,527
| New | +$222K | ﹤0.01% | 956 |
|
|
2020
Q1 | – | Sell |
-20,050
| Closed | -$882K | – | 1456 |
|
|
2019
Q4 | $882K | Hold |
20,050
| – | – | 0.01% | 932 |
|
|
2019
Q3 | $884K | Hold |
20,050
| – | – | 0.01% | 916 |
|
|
2019
Q2 | $828K | Hold |
20,050
| – | – | 0.01% | 907 |
|
|
2019
Q1 | $774K | Buy |
+20,050
| New | +$774K | 0.01% | 941 |
|