Prudential Financial’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.26M Buy
59,336
+1,785
+3% +$98.2K ﹤0.01% 1136
2025
Q1
$2.99M Sell
57,551
-2,280
-4% -$118K ﹤0.01% 1103
2024
Q4
$3.18M Sell
59,831
-28,850
-33% -$1.53M ﹤0.01% 1075
2024
Q3
$4.52M Sell
88,681
-3,005
-3% -$153K 0.01% 1032
2024
Q2
$4.31M Sell
91,686
-2,390
-3% -$112K 0.01% 993
2024
Q1
$4.25M Buy
94,076
+5,350
+6% +$241K 0.01% 1013
2023
Q4
$4.08M Buy
88,726
+2,203
+3% +$101K 0.01% 1042
2023
Q3
$3.16M Sell
86,523
-350
-0.4% -$12.8K ﹤0.01% 1117
2023
Q2
$3.28M Buy
86,873
+18,530
+27% +$699K ﹤0.01% 1128
2023
Q1
$2.57M Buy
68,343
+6,180
+10% +$232K ﹤0.01% 1177
2022
Q4
$2.82M Sell
62,163
-16,205
-21% -$735K ﹤0.01% 1143
2022
Q3
$3.14M Sell
78,368
-53,318
-40% -$2.14M 0.01% 1066
2022
Q2
$5.28M Sell
131,686
-2,190
-2% -$87.7K 0.01% 869
2022
Q1
$6.24M Buy
133,876
+29,619
+28% +$1.38M 0.01% 875
2021
Q4
$5.23M Buy
104,257
+25,484
+32% +$1.28M 0.01% 1006
2021
Q3
$4.04M Buy
78,773
+20,379
+35% +$1.05M 0.01% 1091
2021
Q2
$2.72M Sell
58,394
-5,713
-9% -$266K ﹤0.01% 1342
2021
Q1
$3.19M Sell
64,107
-55,155
-46% -$2.75M ﹤0.01% 1228
2020
Q4
$5.35M Buy
119,262
+5,070
+4% +$228K 0.01% 974
2020
Q3
$3.08M Sell
114,192
-1,830
-2% -$49.4K 0.01% 1109
2020
Q2
$3.33M Buy
116,022
+12,482
+12% +$358K 0.01% 1127
2020
Q1
$2.58M Buy
103,540
+13,530
+15% +$337K 0.01% 1244
2019
Q4
$3.96M Sell
90,010
-26,937
-23% -$1.19M 0.01% 1240
2019
Q3
$5.16M Buy
116,947
+61,457
+111% +$2.71M 0.01% 1097
2019
Q2
$2.29M Buy
55,490
+49,910
+894% +$2.06M ﹤0.01% 1528
2019
Q1
$215K Sell
5,580
-5,210
-48% -$201K ﹤0.01% 2304
2018
Q4
$409K Buy
10,790
+427
+4% +$16.2K ﹤0.01% 2053
2018
Q3
$489K Sell
10,363
-100
-1% -$4.72K ﹤0.01% 2052
2018
Q2
$558K Buy
10,463
+440
+4% +$23.5K ﹤0.01% 2029
2018
Q1
$480K Buy
10,023
+100
+1% +$4.79K ﹤0.01% 2023
2017
Q4
$475K Sell
9,923
-6,150
-38% -$294K ﹤0.01% 2031
2017
Q3
$784K Sell
16,073
-1,080
-6% -$52.7K ﹤0.01% 1924
2017
Q2
$778K Buy
17,153
+160
+0.9% +$7.26K ﹤0.01% 1921
2017
Q1
$781K Buy
16,993
+20
+0.1% +$919 ﹤0.01% 1919
2016
Q4
$787K Sell
16,973
-91,478
-84% -$4.24M ﹤0.01% 1910
2016
Q3
$3.96M Sell
108,451
-30,560
-22% -$1.12M 0.01% 1187
2016
Q2
$4.48M Sell
139,011
-21,700
-14% -$699K 0.01% 1177
2016
Q1
$5.23M Sell
160,711
-52,700
-25% -$1.71M 0.01% 1075
2015
Q4
$6.91M Sell
213,411
-42,500
-17% -$1.38M 0.01% 945
2015
Q3
$7.37M Sell
255,911
-26,800
-9% -$772K 0.01% 863
2015
Q2
$7.73M Sell
282,711
-600
-0.2% -$16.4K 0.01% 913
2015
Q1
$7.14M Buy
283,311
+201,378
+246% +$5.08M 0.01% 970
2014
Q4
$2.1M Buy
81,933
+2,100
+3% +$53.8K ﹤0.01% 1446
2014
Q3
$1.91M Sell
79,833
-2,295
-3% -$54.8K ﹤0.01% 1436
2014
Q2
$2.02M Buy
82,128
+1,995
+2% +$49K ﹤0.01% 1509
2014
Q1
$1.91M Sell
80,133
-600
-0.7% -$14.3K ﹤0.01% 1486
2013
Q4
$2.09M Sell
80,733
-6,300
-7% -$163K ﹤0.01% 1439
2013
Q3
$1.75M Buy
87,033
+26,700
+44% +$536K ﹤0.01% 1483
2013
Q2
$1.05M Buy
+60,333
New +$1.05M ﹤0.01% 1692