Pictet Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
8,036
| – | – | ﹤0.01% | 1410 |
|
|
2025
Q1 | $417K | Buy |
8,036
+658
| +9% | +$34.1K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $392K | Hold |
7,378
| – | – | ﹤0.01% | 1497 |
|
|
2024
Q3 | $376K | Sell |
7,378
-646
| -8% | -$32.9K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $377K | Buy |
8,024
+1,181
| +17% | +$55.5K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $309K | Buy |
6,843
+1,083
| +19% | +$48.9K | ﹤0.01% | 1524 |
|
|
2023
Q4 | $265K | Hold |
5,760
| – | – | ﹤0.01% | 1608 |
|
|
2023
Q3 | $210K | Buy |
+5,760
| New | +$210K | ﹤0.01% | 1662 |
|