O'Shaughnessy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $312K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $134K | Sell |
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $912K | Sell |
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|
2016
Q3 | $837K | Sell |
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|
2016
Q2 | $746K | Sell |
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|
2016
Q1 | $863K | Buy |
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|
2015
Q4 | $537K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $354K | Sell |
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|
2014
Q3 | $2.56M | Sell |
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|
2014
Q2 | $3.14M | Sell |
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|
2014
Q1 | $3.18M | Buy |
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|
2013
Q4 | $1.99M | Buy |
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|
2013
Q3 | $735K | Buy |
|