Private Advisor Group’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Buy |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $965K | Buy |
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|
2023
Q2 | $997K | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $331K | Buy |
|