PNC Financial Services Group’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 | $1.23M | Sell |
22,374
-759
| -3% | -$41.7K | ﹤0.01% | 1102 |
|
2025
Q1 | $1.2M | Buy |
23,133
+665
| +3% | +$34.5K | ﹤0.01% | 1094 |
|
2024
Q4 | $1.19M | Sell |
22,468
-469
| -2% | -$24.9K | ﹤0.01% | 1097 |
|
2024
Q3 | $1.17M | Sell |
22,937
-600
| -3% | -$30.6K | ﹤0.01% | 1115 |
|
2024
Q2 | $1.11M | Sell |
23,537
-640
| -3% | -$30.1K | ﹤0.01% | 1099 |
|
2024
Q1 | $1.09M | Sell |
24,177
-1,759
| -7% | -$79.4K | ﹤0.01% | 1120 |
|
2023
Q4 | $1.19M | Sell |
25,936
-2,205
| -8% | -$101K | ﹤0.01% | 1063 |
|
2023
Q3 | $1.03M | Sell |
28,141
-804
| -3% | -$29.3K | ﹤0.01% | 1105 |
|
2023
Q2 | $1.09M | Buy |
28,945
+266
| +0.9% | +$10K | ﹤0.01% | 1112 |
|
2023
Q1 | $1.08M | Sell |
28,679
-18
| -0.1% | -$677 | ﹤0.01% | 1116 |
|
2022
Q4 | $1.3M | Sell |
28,697
-2,767
| -9% | -$125K | ﹤0.01% | 1009 |
|
2022
Q3 | $1.46M | Sell |
31,464
-2,456
| -7% | -$114K | ﹤0.01% | 961 |
|
2022
Q2 | $1.36M | Sell |
33,920
-1,868
| -5% | -$74.9K | ﹤0.01% | 1015 |
|
2022
Q1 | $1.67M | Buy |
35,788
+11,265
| +46% | +$526K | ﹤0.01% | 1007 |
|
2021
Q4 | $1.23M | Buy |
24,523
+5,452
| +29% | +$273K | ﹤0.01% | 1172 |
|
2021
Q3 | $979K | Buy |
19,071
+1,812
| +10% | +$93K | ﹤0.01% | 1195 |
|
2021
Q2 | $804K | Sell |
17,259
-3,469
| -17% | -$162K | ﹤0.01% | 1317 |
|
2021
Q1 | $1.03M | Sell |
20,728
-3,735
| -15% | -$186K | ﹤0.01% | 1143 |
|
2020
Q4 | $1.1M | Buy |
24,463
+2,994
| +14% | +$134K | ﹤0.01% | 1078 |
|
2020
Q3 | $580K | Sell |
21,469
-5,325
| -20% | -$144K | ﹤0.01% | 1280 |
|
2020
Q2 | $768K | Sell |
26,794
-9,974
| -27% | -$286K | ﹤0.01% | 1154 |
|
2020
Q1 | $917K | Sell |
36,768
-3,689
| -9% | -$92K | ﹤0.01% | 1003 |
|
2019
Q4 | $1.78M | Sell |
40,457
-3,705
| -8% | -$163K | ﹤0.01% | 849 |
|
2019
Q3 | $1.95M | Sell |
44,162
-69,413
| -61% | -$3.06M | ﹤0.01% | 985 |
|
2019
Q2 | $4.69M | Buy |
113,575
+25,492
| +29% | +$1.05M | ﹤0.01% | 726 |
|
2019
Q1 | $3.4M | Sell |
88,083
-46,667
| -35% | -$1.8M | ﹤0.01% | 852 |
|
2018
Q4 | $5.11M | Sell |
134,750
-12,623
| -9% | -$479K | 0.01% | 671 |
|
2018
Q3 | $6.95M | Sell |
147,373
-2,328
| -2% | -$110K | 0.01% | 654 |
|
2018
Q2 | $7.98M | Buy |
149,701
+43,504
| +41% | +$2.32M | 0.01% | 604 |
|
2018
Q1 | $5.09M | Sell |
106,197
-756
| -0.7% | -$36.2K | 0.01% | 728 |
|
2017
Q4 | $5.12M | Buy |
106,953
+12,178
| +13% | +$583K | 0.01% | 730 |
|
2017
Q3 | $4.62M | Buy |
94,775
+7,280
| +8% | +$355K | ﹤0.01% | 738 |
|
2017
Q2 | $3.97M | Sell |
87,495
-3,736
| -4% | -$169K | ﹤0.01% | 762 |
|
2017
Q1 | $4.19M | Buy |
91,231
+2,584
| +3% | +$119K | ﹤0.01% | 728 |
|
2016
Q4 | $4.11M | Buy |
88,647
+3,571
| +4% | +$165K | ﹤0.01% | 727 |
|
2016
Q3 | $3.11M | Buy |
85,076
+13,439
| +19% | +$490K | ﹤0.01% | 801 |
|
2016
Q2 | $2.31M | Buy |
71,637
+3,816
| +6% | +$123K | ﹤0.01% | 884 |
|
2016
Q1 | $2.21M | Buy |
67,821
+9,101
| +15% | +$296K | ﹤0.01% | 903 |
|
2015
Q4 | $1.9M | Buy |
58,720
+5,663
| +11% | +$183K | ﹤0.01% | 924 |
|
2015
Q3 | $1.53M | Sell |
53,057
-9,225
| -15% | -$266K | ﹤0.01% | 1059 |
|
2015
Q2 | $1.7M | Buy |
62,282
+8,408
| +16% | +$230K | ﹤0.01% | 1045 |
|
2015
Q1 | $1.36M | Buy |
53,874
+4,053
| +8% | +$102K | ﹤0.01% | 1131 |
|
2014
Q4 | $1.28M | Buy |
49,821
+2,220
| +5% | +$56.9K | ﹤0.01% | 1097 |
|
2014
Q3 | $1.14M | Buy |
47,601
+3,471
| +8% | +$82.9K | ﹤0.01% | 1073 |
|
2014
Q2 | $1.08M | Buy |
44,130
+489
| +1% | +$12K | ﹤0.01% | 1062 |
|
2014
Q1 | $1.04M | Buy |
43,641
+936
| +2% | +$22.3K | ﹤0.01% | 1053 |
|
2013
Q4 | $1.1M | Sell |
42,705
-3,957
| -8% | -$102K | ﹤0.01% | 999 |
|
2013
Q3 | $936K | Buy |
46,662
+21,147
| +83% | +$424K | ﹤0.01% | 1031 |
|
2013
Q2 | $446K | Buy |
+25,515
| New | +$446K | ﹤0.01% | 1345 |
|