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 |
|