Morgan Stanley’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
435,295
+16,025
| +4% | +$881K | ﹤0.01% | 2619 |
|
|
2025
Q1 | $21.7M | Sell |
419,270
-55,982
| -12% | -$2.9M | ﹤0.01% | 2610 |
|
|
2024
Q4 | $25.3M | Sell |
475,252
-54,623
| -10% | -$2.9M | ﹤0.01% | 2534 |
|
|
2024
Q3 | $27M | Buy |
529,875
+123,649
| +30% | +$6.3M | ﹤0.01% | 2483 |
|
|
2024
Q2 | $19.1M | Sell |
406,226
-50,468
| -11% | -$2.37M | ﹤0.01% | 2716 |
|
|
2024
Q1 | $20.6M | Sell |
456,694
-603,656
| -57% | -$27.2M | ﹤0.01% | 2655 |
|
|
2023
Q4 | $48.7M | Buy |
1,060,350
+706,731
| +200% | +$32.5M | ﹤0.01% | 2486 |
|
|
2023
Q3 | $12.9M | Buy |
353,619
+25,238
| +8% | +$921K | ﹤0.01% | 2885 |
|
|
2023
Q2 | $12.4M | Sell |
328,381
-57,629
| -15% | -$2.17M | ﹤0.01% | 2957 |
|
|
2023
Q1 | $14.5M | Sell |
386,010
-20,269
| -5% | -$762K | ﹤0.01% | 2777 |
|
|
2022
Q4 | $18.4M | Buy |
406,279
+45,175
| +13% | +$2.05M | ﹤0.01% | 2426 |
|
|
2022
Q3 | $16.8M | Sell |
361,104
-2,665
| -0.7% | -$124K | ﹤0.01% | 2396 |
|
|
2022
Q2 | $14.6M | Buy |
363,769
+65,071
| +22% | +$2.61M | ﹤0.01% | 2634 |
|
|
2022
Q1 | $13.9M | Buy |
298,698
+25,766
| +9% | +$1.2M | ﹤0.01% | 2514 |
|
|
2021
Q4 | $13.7M | Buy |
272,932
+46,986
| +21% | +$2.35M | ﹤0.01% | 2570 |
|
|
2021
Q3 | $11.6M | Buy |
225,946
+30,173
| +15% | +$1.55M | ﹤0.01% | 2719 |
|
|
2021
Q2 | $9.12M | Buy |
195,773
+74,294
| +61% | +$3.46M | ﹤0.01% | 3099 |
|
|
2021
Q1 | $6.05M | Buy |
121,479
+66,392
| +121% | +$3.31M | ﹤0.01% | 3215 |
|
|
2020
Q4 | $2.47M | Buy |
55,087
+32,270
| +141% | +$1.45M | ﹤0.01% | 3969 |
|
|
2020
Q3 | $615K | Sell |
22,817
-14,749
| -39% | -$398K | ﹤0.01% | 4533 |
|
|
2020
Q2 | $1.08M | Sell |
37,566
-4,540
| -11% | -$130K | ﹤0.01% | 4115 |
|
|
2020
Q1 | $1.05M | Sell |
42,106
-35,053
| -45% | -$872K | ﹤0.01% | 3911 |
|
|
2019
Q4 | $3.4M | Buy |
77,159
+55,023
| +249% | +$2.42M | ﹤0.01% | 3603 |
|
|
2019
Q3 | $977K | Buy |
22,136
+8,992
| +68% | +$397K | ﹤0.01% | 4310 |
|
|
2019
Q2 | $542K | Sell |
13,144
-112,830
| -90% | -$4.65M | ﹤0.01% | 4572 |
|
|
2019
Q1 | $4.86M | Buy |
125,974
+75,683
| +150% | +$2.92M | ﹤0.01% | 2752 |
|
|
2018
Q4 | $1.91M | Sell |
50,291
-7,370
| -13% | -$280K | ﹤0.01% | 3812 |
|
|
2018
Q3 | $2.72M | Sell |
57,661
-16,149
| -22% | -$762K | ﹤0.01% | 3749 |
|
|
2018
Q2 | $3.93M | Buy |
73,810
+1,308
| +2% | +$69.7K | ﹤0.01% | 3423 |
|
|
2018
Q1 | $3.47M | Sell |
72,502
-7,182
| -9% | -$344K | ﹤0.01% | 3439 |
|
|
2017
Q4 | $3.81M | Sell |
79,684
-5,651
| -7% | -$270K | ﹤0.01% | 3388 |
|
|
2017
Q3 | $4.16M | Sell |
85,335
-5,403
| -6% | -$263K | ﹤0.01% | 3167 |
|
|
2017
Q2 | $4.12M | Sell |
90,738
-1,314
| -1% | -$59.6K | ﹤0.01% | 3056 |
|
|
2017
Q1 | $4.23M | Sell |
92,052
-61,692
| -40% | -$2.83M | ﹤0.01% | 3031 |
|
|
2016
Q4 | $7.13M | Buy |
153,744
+29,595
| +24% | +$1.37M | ﹤0.01% | 2620 |
|
|
2016
Q3 | $4.53M | Buy |
124,149
+8,522
| +7% | +$311K | ﹤0.01% | 2751 |
|
|
2016
Q2 | $3.72M | Buy |
115,627
+40,849
| +55% | +$1.31M | ﹤0.01% | 2885 |
|
|
2016
Q1 | $2.43M | Sell |
74,778
-29,729
| -28% | -$967K | ﹤0.01% | 3188 |
|
|
2015
Q4 | $3.38M | Sell |
104,507
-15,137
| -13% | -$490K | ﹤0.01% | 3043 |
|
|
2015
Q3 | $3.45M | Buy |
119,644
+34,212
| +40% | +$986K | ﹤0.01% | 2982 |
|
|
2015
Q2 | $2.34M | Buy |
85,432
+14,425
| +20% | +$395K | ﹤0.01% | 3486 |
|
|
2015
Q1 | $1.79M | Sell |
71,007
-19,608
| -22% | -$494K | ﹤0.01% | 3675 |
|
|
2014
Q4 | $2.32M | Sell |
90,615
-5,256
| -5% | -$135K | ﹤0.01% | 3438 |
|
|
2014
Q3 | $2.29M | Buy |
95,871
+18,924
| +25% | +$452K | ﹤0.01% | 3313 |
|
|
2014
Q2 | $1.89M | Sell |
76,947
-87,000
| -53% | -$2.14M | ﹤0.01% | 3529 |
|
|
2014
Q1 | $3.9M | Sell |
163,947
-43,566
| -21% | -$1.04M | ﹤0.01% | 2811 |
|
|
2013
Q4 | $5.36M | Buy |
207,513
+116,121
| +127% | +$3M | ﹤0.01% | 2501 |
|
|
2013
Q3 | $1.84M | Sell |
91,392
-27,561
| -23% | -$554K | ﹤0.01% | 3298 |
|
|
2013
Q2 | $2.08M | Buy |
+118,953
| New | +$2.08M | ﹤0.01% | 3124 |
|