Osaic Holdings’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 | $221K | Sell |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $162K | Sell |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $165K | Sell |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $127K | Buy |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $144K | Sell |
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|
2020
Q3 | $102K | Buy |
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|
2020
Q2 | $99K | Buy |
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|
2020
Q1 | $3K | Buy |
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