LPL Financial’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 | $1.25M | Buy |
22,651
+1,330
| +6% | +$73.2K | ﹤0.01% | 3518 |
|
|
2025
Q1 | $1.11M | Buy |
21,321
+261
| +1% | +$13.5K | ﹤0.01% | 3434 |
|
|
2024
Q4 | $1.12M | Buy |
21,060
+257
| +1% | +$13.7K | ﹤0.01% | 3367 |
|
|
2024
Q3 | $1.06M | Buy |
20,803
+4,735
| +29% | +$241K | ﹤0.01% | 3301 |
|
|
2024
Q2 | $755K | Buy |
16,068
+912
| +6% | +$42.9K | ﹤0.01% | 3464 |
|
|
2024
Q1 | $684K | Buy |
15,156
+8,901
| +142% | +$402K | ﹤0.01% | 3467 |
|
|
2023
Q4 | $287K | Buy |
6,255
+477
| +8% | +$21.9K | ﹤0.01% | 4071 |
|
|
2023
Q3 | $211K | Buy |
+5,778
| New | +$211K | ﹤0.01% | 4137 |
|
|
2023
Q2 | – | Sell |
-13,837
| Closed | -$520K | – | 4638 |
|
|
2023
Q1 | $520K | Sell |
13,837
-1,450
| -9% | -$54.5K | ﹤0.01% | 3276 |
|
|
2022
Q4 | $693K | Buy |
15,287
+494
| +3% | +$22.4K | ﹤0.01% | 2956 |
|
|
2022
Q3 | $687K | Sell |
14,793
-751
| -5% | -$34.9K | ﹤0.01% | 2840 |
|
|
2022
Q2 | $623K | Buy |
15,544
+512
| +3% | +$20.5K | ﹤0.01% | 3002 |
|
|
2022
Q1 | $701K | Buy |
+15,032
| New | +$701K | ﹤0.01% | 2906 |
|