Macquarie Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108M | Buy |
1,959,887
+43,903
| +2% | +$2.41M | 0.13% | 210 |
|
|
2025
Q1 | $99.4M | Buy |
1,915,984
+227,188
| +13% | +$11.8M | 0.12% | 237 |
|
|
2024
Q4 | $89.7M | Sell |
1,688,796
-5,337
| -0.3% | -$284K | 0.11% | 261 |
|
|
2024
Q3 | $86.4M | Sell |
1,694,133
-37,724
| -2% | -$1.92M | 0.09% | 295 |
|
|
2024
Q2 | $81.4M | Buy |
1,731,857
+7,368
| +0.4% | +$346K | 0.09% | 280 |
|
|
2024
Q1 | $77.8M | Sell |
1,724,489
-45,871
| -3% | -$2.07M | 0.09% | 289 |
|
|
2023
Q4 | $81.3M | Sell |
1,770,360
-7,204
| -0.4% | -$331K | 0.09% | 295 |
|
|
2023
Q3 | $64.9M | Sell |
1,777,564
-270,596
| -13% | -$9.88M | 0.08% | 329 |
|
|
2023
Q2 | $77.3M | Buy |
2,048,160
+22,895
| +1% | +$864K | 0.09% | 297 |
|
|
2023
Q1 | $76.2M | Sell |
2,025,265
-52,820
| -3% | -$1.99M | 0.09% | 300 |
|
|
2022
Q4 | $94.2M | Sell |
2,078,085
-50,693
| -2% | -$2.3M | 0.11% | 255 |
|
|
2022
Q3 | $98.9M | Sell |
2,128,778
-334,240
| -14% | -$15.5M | 0.12% | 229 |
|
|
2022
Q2 | $98.8M | Buy |
2,463,018
+158,452
| +7% | +$6.35M | 0.11% | 249 |
|
|
2022
Q1 | $107K | Buy |
2,304,566
+708,432
| +44% | +$33K | 0.08% | 277 |
|
|
2021
Q4 | $80M | Buy |
1,596,134
+1,082
| +0.1% | +$54.2K | 0.07% | 368 |
|
|
2021
Q3 | $81.8M | Sell |
1,595,052
-21,958
| -1% | -$1.13M | 0.07% | 364 |
|
|
2021
Q2 | $75.3M | Buy |
1,617,010
+29,019
| +2% | +$1.35M | 0.06% | 392 |
|
|
2021
Q1 | $79.1M | Sell |
1,587,991
-95,867
| -6% | -$4.77M | 0.11% | 222 |
|
|
2020
Q4 | $75.6M | Sell |
1,683,858
-124,912
| -7% | -$5.61M | 0.11% | 206 |
|
|
2020
Q3 | $48.8M | Buy |
1,808,770
+405,243
| +29% | +$10.9M | 0.08% | 271 |
|
|
2020
Q2 | $40.3M | Buy |
1,403,527
+404,163
| +40% | +$11.6M | 0.07% | 293 |
|
|
2020
Q1 | $24.9M | Buy |
999,364
+76,726
| +8% | +$1.91M | 0.05% | 364 |
|
|
2019
Q4 | $40.6M | Buy |
922,638
+115,611
| +14% | +$5.09M | 0.06% | 347 |
|
|
2019
Q3 | $35.6M | Sell |
807,027
-291,906
| -27% | -$12.9M | 0.06% | 334 |
|
|
2019
Q2 | $45.4M | Sell |
1,098,933
-223,908
| -17% | -$9.25M | 0.08% | 278 |
|
|
2019
Q1 | $51.1M | Sell |
1,322,841
-125,783
| -9% | -$4.86M | 0.09% | 245 |
|
|
2018
Q4 | $54.9M | Buy |
1,448,624
+130,328
| +10% | +$4.94M | 0.11% | 188 |
|
|
2018
Q3 | $62.2M | Buy |
1,318,296
+255,296
| +24% | +$12M | 0.1% | 203 |
|
|
2018
Q2 | $56.7M | Buy |
1,063,000
+88,373
| +9% | +$4.71M | 0.1% | 203 |
|
|
2018
Q1 | $46.7M | Buy |
974,627
+55,280
| +6% | +$2.65M | 0.09% | 236 |
|
|
2017
Q4 | $44M | Buy |
919,347
+42,519
| +5% | +$2.03M | 0.08% | 253 |
|
|
2017
Q3 | $42.7M | Buy |
876,828
+95,540
| +12% | +$4.66M | 0.08% | 247 |
|
|
2017
Q2 | $35.4M | Buy |
781,288
+156,617
| +25% | +$7.1M | 0.06% | 285 |
|
|
2017
Q1 | $28.7M | Buy |
624,671
+168,129
| +37% | +$7.73M | 0.05% | 352 |
|
|
2016
Q4 | $21.2M | Buy |
456,542
+87,016
| +24% | +$4.03M | 0.04% | 421 |
|
|
2016
Q3 | $13.5M | Sell |
369,526
-335,720
| -48% | -$12.3M | 0.03% | 529 |
|
|
2016
Q2 | $22.7M | Buy |
705,246
+429,010
| +155% | +$13.8M | 0.02% | 532 |
|
|
2016
Q1 | $8.98M | Buy |
+276,236
| New | +$8.98M | 0.02% | 583 |
|