Marshall Financial Group (Pennsylvania)’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 | $664K | Hold |
12,075
| – | – | 0.2% | 34 |
|
|
2025
Q1 | $626K | Hold |
12,075
| – | – | 0.2% | 34 |
|
|
2024
Q4 | $642K | Hold |
12,075
| – | – | 0.2% | 37 |
|
|
2024
Q3 | $616K | Hold |
12,075
| – | – | 0.19% | 38 |
|
|
2024
Q2 | $568K | Hold |
12,075
| – | – | 0.18% | 39 |
|
|
2024
Q1 | $545K | Hold |
12,075
| – | – | 0.18% | 39 |
|
|
2023
Q4 | $555K | Hold |
12,075
| – | – | 0.2% | 38 |
|
|
2023
Q3 | $441K | Hold |
12,075
| – | – | 0.18% | 37 |
|
|
2023
Q2 | $455K | Hold |
12,075
| – | – | 0.17% | 37 |
|
|
2023
Q1 | $454K | Hold |
12,075
| – | – | 0.18% | 39 |
|
|
2022
Q4 | $547K | Hold |
12,075
| – | – | 0.24% | 37 |
|
|
2022
Q3 | $561K | Hold |
12,075
| – | – | 0.27% | 36 |
|
|
2022
Q2 | $484K | Hold |
12,075
| – | – | 0.22% | 39 |
|
|
2022
Q1 | $563K | Buy |
+12,075
| New | +$563K | 0.22% | 39 |
|