MML Investors Services’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 | – | Sell |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $252K | Buy |
|