Lord, Abbett & Co’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 | $7.97M | Buy |
144,868
+4,691
| +3% | +$258K | 0.03% | 409 |
|
|
2025
Q1 | $7.27M | Buy |
140,177
+14,438
| +11% | +$749K | 0.03% | 416 |
|
|
2024
Q4 | $6.68M | Sell |
125,739
-1,143
| -0.9% | -$60.7K | 0.02% | 435 |
|
|
2024
Q3 | $6.47M | Sell |
126,882
-2,466
| -2% | -$126K | 0.02% | 450 |
|
|
2024
Q2 | $6.08M | Sell |
129,348
-21,865
| -14% | -$1.03M | 0.02% | 441 |
|
|
2024
Q1 | $6.83M | Hold |
151,213
| – | – | 0.02% | 444 |
|
|
2023
Q4 | $6.95M | Buy |
151,213
+12,203
| +9% | +$560K | 0.02% | 425 |
|
|
2023
Q3 | $5.07M | Buy |
139,010
+33,100
| +31% | +$1.21M | 0.02% | 466 |
|
|
2023
Q2 | $4M | Sell |
105,910
-61,774
| -37% | -$2.33M | 0.01% | 500 |
|
|
2023
Q1 | $6.31M | Sell |
167,684
-1,300
| -0.8% | -$48.9K | 0.02% | 452 |
|
|
2022
Q4 | $7.66M | Buy |
168,984
+83,262
| +97% | +$3.78M | 0.03% | 455 |
|
|
2022
Q3 | $3.98M | Buy |
+85,722
| New | +$3.98M | 0.01% | 497 |
|
|
2018
Q1 | – | Sell |
-120,678
| Closed | -$5.77M | – | 915 |
|
|
2017
Q4 | $5.77M | Sell |
120,678
-104,898
| -47% | -$5.02M | 0.02% | 731 |
|
|
2017
Q3 | $11M | Sell |
225,576
-17,471
| -7% | -$852K | 0.03% | 620 |
|
|
2017
Q2 | $11M | Sell |
243,047
-71,159
| -23% | -$3.23M | 0.03% | 608 |
|
|
2017
Q1 | $14.4M | Buy |
+314,206
| New | +$14.4M | 0.04% | 506 |
|