Mutual of America Capital Management’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 | $401K | Sell |
7,294
-1,248
| -15% | -$68.6K | ﹤0.01% | 1134 |
|
|
2025
Q1 | $443K | Sell |
8,542
-380
| -4% | -$19.7K | 0.01% | 1136 |
|
|
2024
Q4 | $474K | Buy |
8,922
+7
| +0.1% | +$372 | 0.01% | 1137 |
|
|
2024
Q3 | $455K | Sell |
8,915
-963
| -10% | -$49.1K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $464K | Sell |
9,878
-552
| -5% | -$25.9K | 0.01% | 1153 |
|
|
2024
Q1 | $471K | Sell |
10,430
-200
| -2% | -$9.03K | 0.01% | 1167 |
|
|
2023
Q4 | $488K | Sell |
10,630
-71
| -0.7% | -$3.26K | 0.01% | 1164 |
|
|
2023
Q3 | $391K | Sell |
10,701
-1,302
| -11% | -$47.5K | ﹤0.01% | 1177 |
|
|
2023
Q2 | $453K | Sell |
12,003
-685
| -5% | -$25.8K | 0.01% | 1159 |
|
|
2023
Q1 | $477K | Sell |
12,688
-219
| -2% | -$8.24K | 0.01% | 1143 |
|
|
2022
Q4 | $585K | Buy |
12,907
+272
| +2% | +$12.3K | 0.01% | 1097 |
|
|
2022
Q3 | $587K | Buy |
12,635
+1,763
| +16% | +$81.9K | 0.01% | 1092 |
|
|
2022
Q2 | $436K | Buy |
10,872
+1,437
| +15% | +$57.6K | 0.01% | 1127 |
|
|
2022
Q1 | $440K | Buy |
9,435
+2,936
| +45% | +$137K | ﹤0.01% | 1139 |
|
|
2021
Q4 | $326K | Buy |
6,499
+160
| +3% | +$8.03K | ﹤0.01% | 1214 |
|
|
2021
Q3 | $325K | Sell |
6,339
-418
| -6% | -$21.4K | ﹤0.01% | 1209 |
|
|
2021
Q2 | $315K | Buy |
6,757
+414
| +7% | +$19.3K | ﹤0.01% | 1266 |
|
|
2021
Q1 | $316K | Buy |
+6,343
| New | +$316K | ﹤0.01% | 1243 |
|
|
2015
Q1 | – | Sell |
-1,239
| Closed | -$32K | – | 1252 |
|
|
2014
Q4 | $32K | Hold |
1,239
| – | – | ﹤0.01% | 1213 |
|
|
2014
Q3 | $30K | Hold |
1,239
| – | – | ﹤0.01% | 1230 |
|
|
2014
Q2 | $30K | Sell |
1,239
-1,050
| -46% | -$25.4K | ﹤0.01% | 1244 |
|
|
2014
Q1 | $55K | Hold |
2,289
| – | – | ﹤0.01% | 1183 |
|
|
2013
Q4 | $59K | Buy |
+2,289
| New | +$59K | ﹤0.01% | 1176 |
|