Mill Creek Capital Advisors’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
Q2
$775K Hold
2025
Q1
$731K Hold
2024
Q4
$748K Hold
2024
Q3
$718K Buy
2024
Q1
Sell
2023
Q4
$528K Sell
2023
Q3
$534K Buy