Private Trust Company’s WSFS Financial WSFS Stock Holding History

Private Trust Company’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.88K	Buy
2025 Q2	$4.95K	Hold
2025 Q1	$4.67K	Hold
2024 Q4	$4.78K	Hold
2024 Q3	$4.59K	Buy
2023 Q2	–	Sell
2023 Q1	$4.1K	Sell
2022 Q4	$10K	Sell
2022 Q3	$13K	Hold
2022 Q2	$11K	Buy