Principal Financial Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
329,658
+5,392
| +2% | +$297K | 0.01% | 890 |
|
|
2025
Q1 | $16.8M | Buy |
324,266
+7,012
| +2% | +$364K | 0.01% | 946 |
|
|
2024
Q4 | $16.9M | Buy |
317,254
+10,915
| +4% | +$580K | 0.01% | 965 |
|
|
2024
Q3 | $15.6M | Sell |
306,339
-22,251
| -7% | -$1.13M | 0.01% | 1001 |
|
|
2024
Q2 | $15.4M | Sell |
328,590
-12,677
| -4% | -$596K | 0.01% | 1017 |
|
|
2024
Q1 | $15.4M | Buy |
341,267
+24,658
| +8% | +$1.11M | 0.01% | 1080 |
|
|
2023
Q4 | $14.5M | Sell |
316,609
-12,770
| -4% | -$587K | 0.01% | 1092 |
|
|
2023
Q3 | $12M | Sell |
329,379
-20,044
| -6% | -$732K | 0.01% | 1120 |
|
|
2023
Q2 | $13.2M | Sell |
349,423
-22,880
| -6% | -$863K | 0.01% | 1102 |
|
|
2023
Q1 | $14M | Sell |
372,303
-3,857
| -1% | -$145K | 0.01% | 1082 |
|
|
2022
Q4 | $17.1M | Sell |
376,160
-15,266
| -4% | -$692K | 0.01% | 926 |
|
|
2022
Q3 | $18.2M | Sell |
391,426
-8,423
| -2% | -$391K | 0.01% | 824 |
|
|
2022
Q2 | $16M | Sell |
399,849
-37,852
| -9% | -$1.52M | 0.01% | 993 |
|
|
2022
Q1 | $20.4M | Sell |
437,701
-1,808
| -0.4% | -$84.3K | 0.01% | 888 |
|
|
2021
Q4 | $22M | Sell |
439,509
-30,948
| -7% | -$1.55M | 0.01% | 888 |
|
|
2021
Q3 | $24.1M | Sell |
470,457
-3,964
| -0.8% | -$203K | 0.02% | 799 |
|
|
2021
Q2 | $22.1M | Buy |
474,421
+98,018
| +26% | +$4.57M | 0.01% | 896 |
|
|
2021
Q1 | $18.7M | Buy |
376,403
+334,669
| +802% | +$16.7M | 0.01% | 971 |
|
|
2020
Q4 | $1.87M | Buy |
41,734
+1,589
| +4% | +$71.3K | ﹤0.01% | 1806 |
|
|
2020
Q3 | $1.08M | Buy |
40,145
+18,957
| +89% | +$511K | ﹤0.01% | 1856 |
|
|
2020
Q2 | $608K | Sell |
21,188
-2,456
| -10% | -$70.5K | ﹤0.01% | 1929 |
|
|
2020
Q1 | $589K | Sell |
23,644
-4,451
| -16% | -$111K | ﹤0.01% | 1834 |
|
|
2019
Q4 | $1.24M | Sell |
28,095
-4,875
| -15% | -$214K | ﹤0.01% | 1803 |
|
|
2019
Q3 | $1.45M | Buy |
32,970
+8,253
| +33% | +$364K | ﹤0.01% | 1772 |
|
|
2019
Q2 | $1.02M | Buy |
24,717
+18,308
| +286% | +$756K | ﹤0.01% | 1835 |
|
|
2019
Q1 | $247K | Buy |
+6,409
| New | +$247K | ﹤0.01% | 2085 |
|
|
2018
Q4 | – | Sell |
-13,926
| Closed | -$657K | – | 2314 |
|
|
2018
Q3 | $657K | Buy |
13,926
+1,544
| +12% | +$72.8K | ﹤0.01% | 1915 |
|
|
2018
Q2 | $660K | Buy |
12,382
+447
| +4% | +$23.8K | ﹤0.01% | 1914 |
|
|
2018
Q1 | $572K | Buy |
11,935
+1,113
| +10% | +$53.3K | ﹤0.01% | 1924 |
|
|
2017
Q4 | $518K | Sell |
10,822
-3,521
| -25% | -$169K | ﹤0.01% | 1953 |
|
|
2017
Q3 | $699K | Sell |
14,343
-5,162
| -26% | -$252K | ﹤0.01% | 1880 |
|
|
2017
Q2 | $884K | Buy |
19,505
+7,362
| +61% | +$334K | ﹤0.01% | 1862 |
|
|
2017
Q1 | $558K | Sell |
12,143
-6,250
| -34% | -$287K | ﹤0.01% | 1908 |
|
|
2016
Q4 | $853K | Buy |
+18,393
| New | +$853K | ﹤0.01% | 1839 |
|