Larson Financial 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	$550	Sell	10 -13	-57%	-$715	﹤0.01%	2810
2025 Q1	$1.19K	Buy	23 +14	+156%	+$726	﹤0.01%	2316
2024 Q4	$478	Hold	9	–	–	﹤0.01%	2200
2024 Q3	$459	Hold	9	–	–	﹤0.01%	2130
2024 Q2	$423	Buy	+9	New	+$423	﹤0.01%	1869