Manchester 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 | $55 | Hold |
1
| – | – | ﹤0.01% | 1193 |
|
|
2025
Q1 | $52 | Hold |
1
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q4 | $54 | Hold |
1
| – | – | ﹤0.01% | 1148 |
|
|
2024
Q3 | $51 | Hold |
1
| – | – | ﹤0.01% | 1169 |
|
|
2024
Q2 | $47 | Hold |
1
| – | – | ﹤0.01% | 1146 |
|
|
2024
Q1 | $46 | Hold |
1
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q4 | $46 | Hold |
1
| – | – | ﹤0.01% | 998 |
|
|
2023
Q3 | $37 | Hold |
1
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q2 | $38 | Hold |
1
| – | – | ﹤0.01% | 947 |
|
|
2023
Q1 | $38 | Hold |
1
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q4 | $45 | Hold |
1
| – | – | ﹤0.01% | 985 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1025 |
|
|
2022
Q2 | $0 | Sell |
1
-19
| -95% | – | ﹤0.01% | 1172 |
|
|
2022
Q1 | $1K | Buy |
20
+1
| +5% | +$50 | ﹤0.01% | 1001 |
|
|
2021
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 989 |
|
|
2017
Q3 | – | Sell |
-8,640
| Closed | -$392K | – | 496 |
|
|
2017
Q2 | $392K | Hold |
8,640
| – | – | 0.06% | 128 |
|
|
2017
Q1 | $397K | Hold |
8,640
| – | – | 0.06% | 128 |
|
|
2016
Q4 | $400K | Hold |
8,640
| – | – | 0.06% | 130 |
|
|
2016
Q3 | $315K | Sell |
8,640
-5,156
| -37% | -$188K | 0.05% | 153 |
|
|
2016
Q2 | $444K | Sell |
13,796
-4,267
| -24% | -$137K | 0.06% | 134 |
|
|
2016
Q1 | $587K | Hold |
18,063
| – | – | 0.08% | 110 |
|
|
2015
Q4 | $585K | Hold |
18,063
| – | – | 0.08% | 106 |
|
|
2015
Q3 | $520K | Hold |
18,063
| – | – | 0.09% | 99 |
|
|
2015
Q2 | $494K | Hold |
18,063
| – | – | 0.08% | 114 |
|
|
2015
Q1 | $455K | Hold |
18,063
| – | – | 0.07% | 119 |
|
|
2014
Q4 | $463K | Hold |
18,063
| – | – | 0.06% | 172 |
|
|
2014
Q3 | $431K | Hold |
18,063
| – | – | 0.06% | 168 |
|
|
2014
Q2 | $444K | Buy |
+18,063
| New | +$444K | 0.06% | 172 |
|