Private Trust Company’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
Q4 | $6.02K | Hold |
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|
2025
Q3 | $5.88K | Buy |
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|
2025
Q2 | $4.95K | Hold |
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|
2025
Q1 | $4.67K | Hold |
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|
2024
Q4 | $4.78K | Hold |
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|
2024
Q3 | $4.59K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.1K | Sell |
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|
2022
Q4 | $10K | Sell |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $11K | Buy |
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