Key Financial Inc’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 | $55.1K | Hold |
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|
2025
Q2 | $56.6K | Buy |
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|
2025
Q1 | $50.8K | Hold |
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|
2024
Q4 | $52.1K | Hold |
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|
2024
Q3 | $50K | Hold |
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|
2024
Q2 | $46.1K | Hold |
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|
2024
Q1 | $44.2K | Hold |
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|
2023
Q4 | $45K | Hold |
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|
2023
Q3 | $35.8K | Hold |
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|
2023
Q2 | $37K | Hold |
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|
2023
Q1 | $36.9K | Hold |
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|
2022
Q4 | $45.5K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $35K | Buy |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $20K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $30K | Buy |
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