Osaic Holdings’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 | $161K | Sell |
3,021
-98
| -3% | -$5.22K | ﹤0.01% | 3772 |
|
|
2025
Q1 | $162K | Sell |
3,119
-183
| -6% | -$9.49K | ﹤0.01% | 3801 |
|
|
2024
Q4 | $175K | Buy |
3,302
+71
| +2% | +$3.77K | ﹤0.01% | 3710 |
|
|
2024
Q3 | $165K | Sell |
3,231
-91
| -3% | -$4.64K | ﹤0.01% | 3808 |
|
|
2024
Q2 | $156K | Sell |
3,322
-3,242
| -49% | -$152K | ﹤0.01% | 3763 |
|
|
2024
Q1 | $296K | Sell |
6,564
-2,018
| -24% | -$91.1K | ﹤0.01% | 3353 |
|
|
2023
Q4 | $394K | Sell |
8,582
-1,479
| -15% | -$67.9K | ﹤0.01% | 3359 |
|
|
2023
Q3 | $367K | Buy |
10,061
+128
| +1% | +$4.67K | ﹤0.01% | 3511 |
|
|
2023
Q2 | $375K | Sell |
9,933
-619
| -6% | -$23.4K | ﹤0.01% | 3392 |
|
|
2023
Q1 | $397K | Buy |
10,552
+69
| +0.7% | +$2.6K | ﹤0.01% | 3290 |
|
|
2022
Q4 | $475K | Buy |
10,483
+703
| +7% | +$31.9K | ﹤0.01% | 3072 |
|
|
2022
Q3 | $455K | Buy |
9,780
+11
| +0.1% | +$512 | ﹤0.01% | 2981 |
|
|
2022
Q2 | $394K | Buy |
9,769
+931
| +11% | +$37.5K | ﹤0.01% | 3162 |
|
|
2022
Q1 | $1.04M | Buy |
8,838
+6,396
| +262% | +$750K | ﹤0.01% | 2546 |
|
|
2021
Q4 | $127K | Buy |
2,442
+1,960
| +407% | +$102K | ﹤0.01% | 4369 |
|
|
2021
Q3 | $25K | Buy |
482
+93
| +24% | +$4.82K | ﹤0.01% | 5612 |
|
|
2021
Q2 | $18K | Sell |
389
-357
| -48% | -$16.5K | ﹤0.01% | 5720 |
|
|
2021
Q1 | $37K | Sell |
746
-2,445
| -77% | -$121K | ﹤0.01% | 5075 |
|
|
2020
Q4 | $144K | Sell |
3,191
-590
| -16% | -$26.6K | ﹤0.01% | 3760 |
|
|
2020
Q3 | $102K | Buy |
3,781
+311
| +9% | +$8.39K | ﹤0.01% | 3816 |
|
|
2020
Q2 | $99K | Buy |
3,470
+3,341
| +2,590% | +$95.3K | ﹤0.01% | 3687 |
|
|
2020
Q1 | $3K | Buy |
+129
| New | +$3K | ﹤0.01% | 5504 |
|