Lountzis Asset Management’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 | $829K | Hold |
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|
2025
Q1 | $787K | Hold |
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|
2024
Q4 | $801K | Sell |
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|
2024
Q3 | $867K | Sell |
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|
2024
Q2 | $893K | Hold |
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|
2024
Q1 | $858K | Hold |
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|
2023
Q4 | $873K | Hold |
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|
2023
Q3 | $694K | Hold |
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|
2023
Q2 | $821K | Hold |
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|
2023
Q1 | $715K | Hold |
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|
2022
Q4 | $957K | Hold |
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|
2022
Q3 | $882K | Hold |
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|
2022
Q2 | $761K | Hold |
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|
2022
Q1 | $886K | Hold |
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|
2021
Q4 | $952K | Hold |
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|
2021
Q3 | $975K | Hold |
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|
2021
Q2 | $885K | Hold |
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|
2021
Q1 | $946K | Hold |
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|
2020
Q4 | $853K | Hold |
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|
2020
Q3 | $512K | Hold |
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|
2020
Q2 | $545K | Buy |
|