Northwestern Mutual Wealth 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 | $171K | Hold |
3,117
| – | – | ﹤0.01% | 1802 |
|
|
2025
Q1 | $162K | Sell |
3,117
-96
| -3% | -$4.98K | ﹤0.01% | 1756 |
|
|
2024
Q4 | $171K | Hold |
3,213
| – | – | ﹤0.01% | 1720 |
|
|
2024
Q3 | $164K | Buy |
3,213
+433
| +16% | +$22.1K | ﹤0.01% | 1704 |
|
|
2024
Q2 | $131K | Sell |
2,780
-71
| -2% | -$3.34K | ﹤0.01% | 1725 |
|
|
2024
Q1 | $129K | Buy |
2,851
+71
| +3% | +$3.21K | ﹤0.01% | 1725 |
|
|
2023
Q4 | $128K | Sell |
2,780
-2,720
| -49% | -$125K | ﹤0.01% | 1690 |
|
|
2023
Q3 | $201K | Buy |
5,500
+2,720
| +98% | +$99.3K | ﹤0.01% | 1456 |
|
|
2023
Q2 | $105K | Hold |
2,780
| – | – | ﹤0.01% | 1701 |
|
|
2023
Q1 | $105K | Hold |
2,780
| – | – | ﹤0.01% | 1669 |
|
|
2022
Q4 | $126K | Hold |
2,780
| – | – | ﹤0.01% | 1578 |
|
|
2022
Q3 | $129K | Hold |
2,780
| – | – | ﹤0.01% | 1559 |
|
|
2022
Q2 | $111K | Sell |
2,780
-1,417
| -34% | -$56.6K | ﹤0.01% | 1605 |
|
|
2022
Q1 | $195K | Buy |
4,197
+246
| +6% | +$11.4K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $198K | Hold |
3,951
| – | – | ﹤0.01% | 1444 |
|
|
2021
Q3 | $203K | Hold |
3,951
| – | – | ﹤0.01% | 1340 |
|
|
2021
Q2 | $184K | Hold |
3,951
| – | – | ﹤0.01% | 1350 |
|
|
2021
Q1 | $197K | Sell |
3,951
-1,650
| -29% | -$82.3K | ﹤0.01% | 1245 |
|
|
2020
Q4 | $251K | Sell |
5,601
-484
| -8% | -$21.7K | ﹤0.01% | 1059 |
|
|
2020
Q3 | $164K | Sell |
6,085
-100
| -2% | -$2.7K | ﹤0.01% | 1098 |
|
|
2020
Q2 | $178K | Hold |
6,185
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q1 | $154K | Hold |
6,185
| – | – | ﹤0.01% | 976 |
|
|
2019
Q4 | $272K | Hold |
6,185
| – | – | ﹤0.01% | 842 |
|
|
2019
Q3 | $272K | Sell |
6,185
-48
| -0.8% | -$2.11K | ﹤0.01% | 791 |
|
|
2019
Q2 | $257K | Sell |
6,233
-2,600
| -29% | -$107K | ﹤0.01% | 813 |
|
|
2019
Q1 | $341K | Buy |
8,833
+8,349
| +1,725% | +$322K | ﹤0.01% | 711 |
|
|
2018
Q4 | $18K | Hold |
484
| – | – | ﹤0.01% | 1637 |
|
|
2018
Q3 | $23K | Hold |
484
| – | – | ﹤0.01% | 1610 |
|
|
2018
Q2 | $26K | Sell |
484
-2,816
| -85% | -$151K | ﹤0.01% | 1500 |
|
|
2018
Q1 | $158K | Buy |
+3,300
| New | +$158K | ﹤0.01% | 803 |
|