Los Angeles Capital Management’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 | $557K | Hold |
10,124
| – | – | ﹤0.01% | 826 |
|
|
2025
Q1 | $525K | Buy |
10,124
+4,893
| +94% | +$254K | ﹤0.01% | 734 |
|
|
2024
Q4 | $278K | Sell |
5,231
-8,329
| -61% | -$443K | ﹤0.01% | 957 |
|
|
2024
Q3 | $691K | Buy |
13,560
+5,750
| +74% | +$293K | ﹤0.01% | 774 |
|
|
2024
Q2 | $367K | Hold |
7,810
| – | – | ﹤0.01% | 945 |
|
|
2024
Q1 | $353K | Buy |
7,810
+3,204
| +70% | +$145K | ﹤0.01% | 965 |
|
|
2023
Q4 | $212K | Buy |
+4,606
| New | +$212K | ﹤0.01% | 1085 |
|
|
2023
Q2 | – | Sell |
-11,483
| Closed | -$432K | – | 1303 |
|
|
2023
Q1 | $432K | Sell |
11,483
-7,620
| -40% | -$287K | ﹤0.01% | 894 |
|
|
2022
Q4 | $866K | Sell |
19,103
-1,137
| -6% | -$51.6K | ﹤0.01% | 742 |
|
|
2022
Q3 | $940K | Sell |
20,240
-7,286
| -26% | -$338K | ﹤0.01% | 716 |
|
|
2022
Q2 | $1.1M | Buy |
27,526
+20,680
| +302% | +$829K | 0.01% | 691 |
|
|
2022
Q1 | $319K | Buy |
6,846
+520
| +8% | +$24.2K | ﹤0.01% | 1219 |
|
|
2021
Q4 | $317K | Buy |
6,326
+140
| +2% | +$7.02K | ﹤0.01% | 1220 |
|
|
2021
Q3 | $317K | Sell |
6,186
-465
| -7% | -$23.8K | ﹤0.01% | 1288 |
|
|
2021
Q2 | $310K | Hold |
6,651
| – | – | ﹤0.01% | 1375 |
|
|
2021
Q1 | $331K | Buy |
+6,651
| New | +$331K | ﹤0.01% | 1403 |
|
|
2019
Q3 | – | Sell |
-19,017
| Closed | -$785K | – | 1377 |
|
|
2019
Q2 | $785K | Sell |
19,017
-32,094
| -63% | -$1.32M | ﹤0.01% | 914 |
|
|
2019
Q1 | $1.97M | Buy |
51,111
+16,141
| +46% | +$623K | 0.01% | 657 |
|
|
2018
Q4 | $1.33M | Buy |
34,970
+18,680
| +115% | +$708K | 0.01% | 653 |
|
|
2018
Q3 | $768K | Buy |
16,290
+9,170
| +129% | +$432K | ﹤0.01% | 969 |
|
|
2018
Q2 | $379K | Sell |
7,120
-400
| -5% | -$21.3K | ﹤0.01% | 1219 |
|
|
2018
Q1 | $360K | Hold |
7,520
| – | – | ﹤0.01% | 1133 |
|
|
2017
Q4 | $360K | Hold |
7,520
| – | – | ﹤0.01% | 1139 |
|
|
2017
Q3 | $367K | Hold |
7,520
| – | – | ﹤0.01% | 1101 |
|
|
2017
Q2 | $341K | Buy |
7,520
+100
| +1% | +$4.54K | ﹤0.01% | 1037 |
|
|
2017
Q1 | $341K | Buy |
7,420
+600
| +9% | +$27.6K | ﹤0.01% | 977 |
|
|
2016
Q4 | $316K | Buy |
6,820
+300
| +5% | +$13.9K | ﹤0.01% | 1011 |
|
|
2016
Q3 | $238K | Hold |
6,520
| – | – | ﹤0.01% | 1123 |
|
|
2016
Q2 | $210K | Hold |
6,520
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q1 | $212K | Sell |
6,520
-800
| -11% | -$26K | ﹤0.01% | 1043 |
|
|
2015
Q4 | $237K | Hold |
7,320
| – | – | ﹤0.01% | 1031 |
|
|
2015
Q3 | $211K | Hold |
7,320
| – | – | ﹤0.01% | 1100 |
|
|
2015
Q2 | $200K | Buy |
+7,320
| New | +$200K | ﹤0.01% | 1155 |
|
|
2014
Q4 | – | Sell |
-10,335
| Closed | -$247K | – | 1159 |
|
|
2014
Q3 | $247K | Hold |
10,335
| – | – | ﹤0.01% | 959 |
|
|
2014
Q2 | $254K | Sell |
10,335
-375
| -4% | -$9.22K | ﹤0.01% | 1075 |
|
|
2014
Q1 | $255K | Hold |
10,710
| – | – | ﹤0.01% | 1116 |
|
|
2013
Q4 | $277K | Sell |
10,710
-300
| -3% | -$7.76K | ﹤0.01% | 1107 |
|
|
2013
Q3 | $221K | Buy |
+11,010
| New | +$221K | ﹤0.01% | 1198 |
|