Private Advisor Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
24,872
-948
| -4% | -$52.1K | 0.01% | 1140 |
|
|
2025
Q1 | $1.34M | Sell |
25,820
-462
| -2% | -$24K | 0.01% | 1093 |
|
|
2024
Q4 | $1.4M | Sell |
26,282
-2,373
| -8% | -$126K | 0.01% | 1056 |
|
|
2024
Q3 | $1.46M | Sell |
28,655
-205
| -0.7% | -$10.5K | 0.01% | 1042 |
|
|
2024
Q2 | $1.36M | Sell |
28,860
-13
| -0% | -$611 | 0.01% | 1036 |
|
|
2024
Q1 | $1.3M | Sell |
28,873
-210
| -0.7% | -$9.48K | 0.01% | 1022 |
|
|
2023
Q4 | $1.34M | Buy |
29,083
+2,654
| +10% | +$122K | 0.01% | 960 |
|
|
2023
Q3 | $965K | Buy |
26,429
+4
| +0% | +$146 | 0.01% | 1053 |
|
|
2023
Q2 | $997K | Sell |
26,425
-6,510
| -20% | -$246K | 0.01% | 1048 |
|
|
2023
Q1 | $1.24M | Buy |
32,935
+3
| +0% | +$113 | 0.01% | 892 |
|
|
2022
Q4 | $297K | Buy |
32,932
+525
| +2% | +$4.73K | 0.01% | 752 |
|
|
2022
Q3 | $1.51M | Buy |
32,407
+83
| +0.3% | +$3.86K | 0.02% | 742 |
|
|
2022
Q2 | $1.3M | Buy |
32,324
+4,209
| +15% | +$169K | 0.01% | 956 |
|
|
2022
Q1 | $1.31M | Buy |
+28,115
| New | +$1.31M | 0.01% | 967 |
|
|
2020
Q3 | – | Sell |
-4,222
| Closed | -$121K | – | 3429 |
|
|
2020
Q2 | $121K | Buy |
+4,222
| New | +$121K | ﹤0.01% | 1597 |
|
|
2017
Q1 | – | Sell |
-7,180
| Closed | -$331K | – | 1462 |
|
|
2016
Q4 | $331K | Buy |
+7,180
| New | +$331K | 0.01% | 910 |
|