KBC Group’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
Q2 | $105K | Sell |
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|
2025
Q1 | $160K | Buy |
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|
2024
Q4 | $153K | Buy |
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|
2024
Q3 | $87K | Hold |
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|
2024
Q2 | $81K | Hold |
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|
2024
Q1 | $77K | Hold |
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|
2023
Q4 | $79K | Hold |
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|
2023
Q3 | $63K | Sell |
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|
2023
Q2 | $174K | Sell |
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|
2023
Q1 | $193K | Sell |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $882K | Hold |
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|
2019
Q3 | $884K | Hold |
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|
2019
Q2 | $828K | Hold |
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|
2019
Q1 | $774K | Buy |
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