Modera Wealth Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
17,416
-818
| -4% | -$45K | 0.01% | 338 |
|
|
2025
Q1 | $946K | Sell |
18,234
-25
| -0.1% | -$1.3K | 0.01% | 334 |
|
|
2024
Q4 | $970K | Sell |
18,259
-14,382
| -44% | -$764K | 0.01% | 333 |
|
|
2024
Q3 | $1.66M | Sell |
32,641
-2,400
| -7% | -$122K | 0.02% | 254 |
|
|
2024
Q2 | $1.65M | Sell |
35,041
-30,695
| -47% | -$1.44M | 0.02% | 244 |
|
|
2024
Q1 | $2.97M | Buy |
65,736
+8
| +0% | +$361 | 0.05% | 197 |
|
|
2023
Q4 | $3.02M | Sell |
65,728
-53
| -0.1% | -$2.43K | 0.05% | 191 |
|
|
2023
Q3 | $2.4M | Sell |
65,781
-190
| -0.3% | -$6.94K | 0.05% | 198 |
|
|
2023
Q2 | $2.49M | Sell |
65,971
-13
| -0% | -$490 | 0.05% | 203 |
|
|
2023
Q1 | $2.48M | Buy |
65,984
+90
| +0.1% | +$3.39K | 0.1% | 85 |
|
|
2022
Q4 | $2.99M | Sell |
65,894
-10,388
| -14% | -$471K | 0.12% | 78 |
|
|
2022
Q3 | $3.54M | Sell |
76,282
-19,187
| -20% | -$891K | 0.18% | 60 |
|
|
2022
Q2 | $3.83M | Sell |
95,469
-19,362
| -17% | -$776K | 0.18% | 68 |
|
|
2022
Q1 | $5.35M | Buy |
114,831
+102,433
| +826% | +$4.78M | 0.24% | 59 |
|
|
2021
Q4 | $621K | Buy |
12,398
+1,216
| +11% | +$60.9K | 0.02% | 237 |
|
|
2021
Q3 | $574K | Hold |
11,182
| – | – | 0.03% | 146 |
|
|
2021
Q2 | $521K | Hold |
11,182
| – | – | 0.03% | 145 |
|
|
2021
Q1 | $557K | Hold |
11,182
| – | – | 0.04% | 135 |
|
|
2020
Q4 | $502K | Buy |
+11,182
| New | +$502K | 0.04% | 135 |
|