Marshall Financial Group (Pennsylvania)’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
Q3 | $651K | Hold |
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|
2025
Q2 | $664K | Hold |
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|
2025
Q1 | $626K | Hold |
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|
2024
Q4 | $642K | Hold |
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|
2024
Q3 | $616K | Hold |
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|
2024
Q2 | $568K | Hold |
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|
2024
Q1 | $545K | Hold |
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|
2023
Q4 | $555K | Hold |
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|
2023
Q3 | $441K | Hold |
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|
2023
Q2 | $455K | Hold |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $547K | Hold |
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|
2022
Q3 | $561K | Hold |
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|
2022
Q2 | $484K | Hold |
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|
2022
Q1 | $563K | Buy |
|