Private Wealth Management Group’s WSFS Financial WSFS Stock Holding History

Private Wealth Management Group’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	$6.2K	Hold
2025 Q2	$6.33K	Hold
2025 Q1	$5.97K	Hold
2024 Q4	$6.11K	Hold
2024 Q3	$5.86K	Hold
2024 Q2	$5.41K	Buy
2024 Q1	$4.33K	Hold
2023 Q4	$4.41K	Buy