Pathstone 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
$2.01M Sell
36,540
-8,217
-18% -$452K 0.01% 992
2025
Q1
$2.32M Buy
44,757
+3,226
+8% +$167K 0.01% 898
2024
Q4
$2.21M Buy
41,531
+8,883
+27% +$472K 0.01% 915
2024
Q3
$1.66M Buy
32,648
+1,884
+6% +$96.1K 0.01% 1091
2024
Q2
$1.45M Buy
30,764
+4,232
+16% +$199K 0.01% 1097
2024
Q1
$1.2M Buy
26,532
+12,271
+86% +$554K 0.01% 1170
2023
Q4
$655K Buy
+14,261
New +$655K ﹤0.01% 1339