Northwestern Mutual Wealth Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168K | Hold |
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|
2025
Q2 | $171K | Hold |
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|
2025
Q1 | $162K | Sell |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $164K | Buy |
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|
2024
Q2 | $131K | Sell |
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|
2024
Q1 | $129K | Buy |
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|
2023
Q4 | $128K | Sell |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $126K | Hold |
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|
2022
Q3 | $129K | Hold |
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|
2022
Q2 | $111K | Sell |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | $198K | Hold |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $184K | Hold |
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|
2021
Q1 | $197K | Sell |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $164K | Sell |
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|
2020
Q2 | $178K | Hold |
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|
2020
Q1 | $154K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $341K | Buy |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $26K | Sell |
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|
2018
Q1 | $158K | Buy |
|