Northern Trust’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 | $34.9M | Sell |
635,168
-144,752
| -19% | -$7.96M | ﹤0.01% | 1311 |
|
2025
Q1 | $40.5M | Sell |
779,920
-29,414
| -4% | -$1.53M | 0.01% | 1215 |
|
2024
Q4 | $43M | Buy |
809,334
+9,542
| +1% | +$507K | 0.01% | 1213 |
|
2024
Q3 | $40.8M | Sell |
799,792
-21,399
| -3% | -$1.09M | 0.01% | 1164 |
|
2024
Q2 | $38.6M | Sell |
821,191
-4,793
| -0.6% | -$225K | 0.01% | 1164 |
|
2024
Q1 | $37.3M | Sell |
825,984
-65,963
| -7% | -$2.98M | 0.01% | 1185 |
|
2023
Q4 | $41M | Sell |
891,947
-20,420
| -2% | -$938K | 0.01% | 1148 |
|
2023
Q3 | $33.3M | Sell |
912,367
-4,119
| -0.4% | -$150K | 0.01% | 1204 |
|
2023
Q2 | $34.6M | Buy |
916,486
+54,189
| +6% | +$2.04M | 0.01% | 1209 |
|
2023
Q1 | $32.4M | Sell |
862,297
-13,039
| -1% | -$490K | 0.01% | 1231 |
|
2022
Q4 | $39.7M | Sell |
875,336
-9,057
| -1% | -$411K | 0.01% | 1076 |
|
2022
Q3 | $41.1M | Sell |
884,393
-11,699
| -1% | -$544K | 0.01% | 971 |
|
2022
Q2 | $35.9M | Sell |
896,092
-16,293
| -2% | -$653K | 0.01% | 1115 |
|
2022
Q1 | $42.5M | Buy |
912,385
+155,996
| +21% | +$7.27M | 0.01% | 1142 |
|
2021
Q4 | $37.9M | Buy |
756,389
+5,058
| +0.7% | +$254K | 0.01% | 1304 |
|
2021
Q3 | $38.6M | Sell |
751,331
-15,115
| -2% | -$776K | 0.01% | 1291 |
|
2021
Q2 | $35.7M | Sell |
766,446
-7,772
| -1% | -$362K | 0.01% | 1426 |
|
2021
Q1 | $38.5M | Sell |
774,218
-277,818
| -26% | -$13.8M | 0.01% | 1333 |
|
2020
Q4 | $47.2M | Sell |
1,052,036
-27,591
| -3% | -$1.24M | 0.01% | 1117 |
|
2020
Q3 | $29.1M | Sell |
1,079,627
-29,135
| -3% | -$786K | 0.01% | 1320 |
|
2020
Q2 | $31.8M | Buy |
1,108,762
+177,699
| +19% | +$5.1M | 0.01% | 1250 |
|
2020
Q1 | $23.2M | Sell |
931,063
-3,674
| -0.4% | -$91.6K | 0.01% | 1287 |
|
2019
Q4 | $41.1M | Sell |
934,737
-27,345
| -3% | -$1.2M | 0.01% | 1155 |
|
2019
Q3 | $42.4M | Buy |
962,082
+65,309
| +7% | +$2.88M | 0.01% | 1102 |
|
2019
Q2 | $37M | Buy |
896,773
+91,823
| +11% | +$3.79M | 0.01% | 1221 |
|
2019
Q1 | $31.1M | Buy |
804,950
+260,693
| +48% | +$10.1M | 0.01% | 1338 |
|
2018
Q4 | $20.6M | Sell |
544,257
-418
| -0.1% | -$15.8K | 0.01% | 1559 |
|
2018
Q3 | $25.7M | Sell |
544,675
-5,385
| -1% | -$254K | 0.01% | 1584 |
|
2018
Q2 | $29.3M | Sell |
550,060
-528,604
| -49% | -$28.2M | 0.01% | 1466 |
|
2018
Q1 | $51.7M | Buy |
1,078,664
+4,333
| +0.4% | +$208K | 0.01% | 972 |
|
2017
Q4 | $51.4M | Sell |
1,074,331
-10,338
| -1% | -$495K | 0.01% | 959 |
|
2017
Q3 | $52.9M | Buy |
1,084,669
+9,981
| +0.9% | +$487K | 0.01% | 915 |
|
2017
Q2 | $48.7M | Buy |
1,074,688
+75,082
| +8% | +$3.41M | 0.01% | 954 |
|
2017
Q1 | $45.9M | Buy |
999,606
+19,151
| +2% | +$880K | 0.01% | 991 |
|
2016
Q4 | $45.4M | Buy |
980,455
+17,385
| +2% | +$806K | 0.01% | 948 |
|
2016
Q3 | $35.1M | Buy |
963,070
+24,674
| +3% | +$900K | 0.01% | 1110 |
|
2016
Q2 | $30.2M | Sell |
938,396
-20,491
| -2% | -$660K | 0.01% | 1171 |
|
2016
Q1 | $31.2M | Buy |
958,887
+6,725
| +0.7% | +$219K | 0.01% | 1135 |
|
2015
Q4 | $30.8M | Buy |
952,162
+22,364
| +2% | +$724K | 0.01% | 1153 |
|
2015
Q3 | $26.8M | Buy |
929,798
+8,488
| +0.9% | +$245K | 0.01% | 1274 |
|
2015
Q2 | $25.2M | Sell |
921,310
-6,137
| -0.7% | -$168K | 0.01% | 1404 |
|
2015
Q1 | $23.4M | Buy |
927,447
+40,353
| +5% | +$1.02M | 0.01% | 1451 |
|
2014
Q4 | $22.7M | Buy |
887,094
+3,621
| +0.4% | +$92.8K | 0.01% | 1435 |
|
2014
Q3 | $21.1M | Buy |
883,473
+43,266
| +5% | +$1.03M | 0.01% | 1466 |
|
2014
Q2 | $20.6M | Buy |
840,207
+9,450
| +1% | +$232K | 0.01% | 1497 |
|
2014
Q1 | $19.8M | Sell |
830,757
-25,611
| -3% | -$610K | 0.01% | 1574 |
|
2013
Q4 | $22.1M | Buy |
856,368
+27,336
| +3% | +$706K | 0.01% | 1438 |
|
2013
Q3 | $16.7M | Buy |
829,032
+18,036
| +2% | +$362K | 0.01% | 1608 |
|
2013
Q2 | $14.2M | Buy |
+810,996
| New | +$14.2M | 0.01% | 1654 |
|