LAM
Lountzis Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Hold |
15,071
| – | – | 0.29% | 25 |
|
|
2025
Q1 | $787K | Hold |
15,071
| – | – | 0.3% | 27 |
|
|
2024
Q4 | $801K | Sell |
15,071
-1,929
| -11% | -$102K | 0.34% | 23 |
|
|
2024
Q3 | $867K | Sell |
17,000
-2,000
| -11% | -$102K | 0.36% | 24 |
|
|
2024
Q2 | $893K | Hold |
19,000
| – | – | 0.42% | 20 |
|
|
2024
Q1 | $858K | Hold |
19,000
| – | – | 0.41% | 20 |
|
|
2023
Q4 | $873K | Hold |
19,000
| – | – | 0.48% | 19 |
|
|
2023
Q3 | $694K | Hold |
19,000
| – | – | 0.39% | 22 |
|
|
2023
Q2 | $821K | Hold |
19,000
| – | – | 0.45% | 21 |
|
|
2023
Q1 | $715K | Hold |
19,000
| – | – | 0.42% | 22 |
|
|
2022
Q4 | $957K | Hold |
19,000
| – | – | 0.57% | 20 |
|
|
2022
Q3 | $882K | Hold |
19,000
| – | – | 0.6% | 19 |
|
|
2022
Q2 | $761K | Hold |
19,000
| – | – | 0.51% | 20 |
|
|
2022
Q1 | $886K | Hold |
19,000
| – | – | 0.49% | 20 |
|
|
2021
Q4 | $952K | Hold |
19,000
| – | – | 0.54% | 19 |
|
|
2021
Q3 | $975K | Hold |
19,000
| – | – | 0.61% | 19 |
|
|
2021
Q2 | $885K | Hold |
19,000
| – | – | 0.54% | 19 |
|
|
2021
Q1 | $946K | Hold |
19,000
| – | – | 0.63% | 19 |
|
|
2020
Q4 | $853K | Hold |
19,000
| – | – | 0.63% | 19 |
|
|
2020
Q3 | $512K | Hold |
19,000
| – | – | 0.44% | 19 |
|
|
2020
Q2 | $545K | Buy |
+19,000
| New | +$545K | 0.52% | 18 |
|