MML Investors Services’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 | $226K | Sell |
4,101
-2,068
| -34% | -$114K | ﹤0.01% | 2608 |
|
|
2025
Q1 | $320K | Sell |
6,169
-45
| -0.7% | -$2.33K | ﹤0.01% | 2274 |
|
|
2024
Q4 | $330K | Sell |
6,214
-206
| -3% | -$10.9K | ﹤0.01% | 2199 |
|
|
2024
Q3 | $327K | Sell |
6,420
-21
| -0.3% | -$1.07K | ﹤0.01% | 2114 |
|
|
2024
Q2 | $303K | Sell |
6,441
-885
| -12% | -$41.6K | ﹤0.01% | 2080 |
|
|
2024
Q1 | $331K | Sell |
7,326
-1,218
| -14% | -$55K | ﹤0.01% | 2042 |
|
|
2023
Q4 | $392K | Buy |
8,544
+549
| +7% | +$25.2K | ﹤0.01% | 1896 |
|
|
2023
Q3 | $292K | Buy |
7,995
+15
| +0.2% | +$548 | ﹤0.01% | 1939 |
|
|
2023
Q2 | $301K | Buy |
7,980
+974
| +14% | +$36.7K | ﹤0.01% | 1940 |
|
|
2023
Q1 | $263K | Buy |
7,006
+1,252
| +22% | +$47K | ﹤0.01% | 1759 |
|
|
2022
Q4 | $261K | Sell |
5,754
-49
| -0.8% | -$2.22K | ﹤0.01% | 1869 |
|
|
2022
Q3 | $270K | Buy |
5,803
+277
| +5% | +$12.9K | ﹤0.01% | 1748 |
|
|
2022
Q2 | $222K | Buy |
5,526
+113
| +2% | +$4.54K | ﹤0.01% | 1849 |
|
|
2022
Q1 | $252K | Buy |
+5,413
| New | +$252K | ﹤0.01% | 1825 |
|