Palisade Capital 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 | $39.9M | Sell |
726,008
-21,994
| -3% | -$1.21M | 1.13% | 14 |
|
|
2025
Q1 | $38.8M | Sell |
748,002
-24,697
| -3% | -$1.28M | 1.11% | 15 |
|
|
2024
Q4 | $41.1M | Buy |
772,699
+9,830
| +1% | +$522K | 1.1% | 15 |
|
|
2024
Q3 | $38.9M | Sell |
762,869
-46,617
| -6% | -$2.38M | 1.03% | 20 |
|
|
2024
Q2 | $38M | Sell |
809,486
-14,011
| -2% | -$659K | 1.03% | 24 |
|
|
2024
Q1 | $37.2M | Buy |
823,497
+1,705
| +0.2% | +$77K | 0.98% | 31 |
|
|
2023
Q4 | $37.7M | Sell |
821,792
-73,985
| -8% | -$3.4M | 1% | 24 |
|
|
2023
Q3 | $32.7M | Buy |
895,777
+11,463
| +1% | +$418K | 0.91% | 29 |
|
|
2023
Q2 | $33.4M | Buy |
884,314
+41,076
| +5% | +$1.55M | 0.89% | 28 |
|
|
2023
Q1 | $31.7M | Buy |
843,238
+19,497
| +2% | +$733K | 0.86% | 31 |
|
|
2022
Q4 | $37.3M | Sell |
823,741
-16,677
| -2% | -$756K | 1% | 21 |
|
|
2022
Q3 | $39M | Buy |
840,418
+1,985
| +0.2% | +$92.2K | 1.11% | 10 |
|
|
2022
Q2 | $33.6M | Buy |
838,433
+8,634
| +1% | +$346K | 0.91% | 24 |
|
|
2022
Q1 | $38.7M | Sell |
829,799
-50,822
| -6% | -$2.37M | 0.89% | 20 |
|
|
2021
Q4 | $44.1M | Buy |
880,621
+32,081
| +4% | +$1.61M | 0.89% | 22 |
|
|
2021
Q3 | $43.5M | Buy |
848,540
+70,702
| +9% | +$3.63M | 0.95% | 22 |
|
|
2021
Q2 | $36.2M | Sell |
777,838
-8,146
| -1% | -$380K | 0.82% | 30 |
|
|
2021
Q1 | $39.1M | Buy |
785,984
+54,302
| +7% | +$2.7M | 0.92% | 23 |
|
|
2020
Q4 | $32.8M | Sell |
731,682
-27,381
| -4% | -$1.23M | 0.84% | 30 |
|
|
2020
Q3 | $20.5M | Buy |
759,063
+73,614
| +11% | +$1.99M | 0.61% | 49 |
|
|
2020
Q2 | $19.7M | Buy |
685,449
+69,893
| +11% | +$2.01M | 0.63% | 49 |
|
|
2020
Q1 | $15.3M | Buy |
615,556
+108,057
| +21% | +$2.69M | 0.54% | 54 |
|
|
2019
Q4 | $22.3M | Buy |
507,499
+2,575
| +0.5% | +$113K | 0.63% | 52 |
|
|
2019
Q3 | $22.3M | Buy |
504,924
+35,858
| +8% | +$1.58M | 0.68% | 51 |
|
|
2019
Q2 | $19.4M | Buy |
469,066
+66,744
| +17% | +$2.76M | 0.6% | 57 |
|
|
2019
Q1 | $15.5M | Buy |
402,322
+111,803
| +38% | +$4.32M | 0.5% | 65 |
|
|
2018
Q4 | $11M | Sell |
290,519
-33,477
| -10% | -$1.27M | 0.4% | 76 |
|
|
2018
Q3 | $15.3M | Buy |
+323,996
| New | +$15.3M | 0.42% | 74 |
|