Natixis Advisors’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 | $952K | Buy |
17,304
+3,216
| +23% | +$177K | ﹤0.01% | 1313 |
|
|
2025
Q1 | $731K | Buy |
14,088
+204
| +1% | +$10.6K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $738K | Buy |
13,884
+3,064
| +28% | +$163K | ﹤0.01% | 1392 |
|
|
2024
Q3 | $552K | Sell |
10,820
-73
| -0.7% | -$3.72K | ﹤0.01% | 1435 |
|
|
2024
Q2 | $512K | Sell |
10,893
-388
| -3% | -$18.2K | ﹤0.01% | 1432 |
|
|
2024
Q1 | $509K | Buy |
11,281
+757
| +7% | +$34.2K | ﹤0.01% | 1391 |
|
|
2023
Q4 | $483K | Buy |
+10,524
| New | +$483K | ﹤0.01% | 1398 |
|
|
2023
Q1 | – | Sell |
-10,552
| Closed | -$478K | – | 1510 |
|
|
2022
Q4 | $478K | Sell |
10,552
-1,035
| -9% | -$46.9K | ﹤0.01% | 1303 |
|
|
2022
Q3 | $538K | Buy |
+11,587
| New | +$538K | ﹤0.01% | 1269 |
|